Our Story

Plan for a Wealthier Tomorrow

Protect & Prepare with Our Sonoma Valley Wealth Management Team

Over 30 years ago, Ms. Lillian Meyers founded Meyers Financial in Sonoma, California. Since then, our team has been helping clients arrange their finances to make room for future growth and success. Meyers Financial has remained an independent wealth management firm, meaning that we are free to take whichever actions that will help you most, without having to consider business pressuring or biases to promote certain products. 

Call Meyers Financial at (707) 935-1124 to get support from a wealth management professional!

About Founder Lillian Meyers

Lillian Meyers is both the founder and president of Meyers Financial. She holds a Bachelor's Degree in Finance and has a keen focus in matters of taxation, business taxation, and divorce. Ms. Meyers is a graduate of the College for Financial Planning and has often spoken at Sonoma Valley company meetings, student workshops, Women in Business seminars, seniors' organizations, church groups, and more. In addition, she has appeared for interviews with newspapers, radio, and magazines, sharing her insight as a financial planning specialist.

Ms. Meyers has earned the following titles and certifications:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Divorce Financial Analyst™
  • Enrolled Agent
  • Pension consultant
  • Licensed insurance agent
  • Registered Investment Advisor 

Ms. Meyers also is a proud member of the following associations and organizations:

  • The Financial Planning Association
  • California Society of Enrolled Agents
  • National Association of Enrolled Agents
  • Soroptimist International of Sonoma Valley
  • Soroptimist International of the Americas

Ready to Get to Work?

If you are ready to get started with our Sonoma valley wealth management team at Meyers Financial, we would be happy to help. We can guide you through the entire process, giving you the insight of over 3 decades of experience.

Ready to rejuvenate your financial future? Contact us today!