Wealth Management

Wealth Management Services

Meyers Financial Can Guide You Toward Success

At Meyers Financial, we offer a variety of services that can suit the needs of virtually everyone. Our Sonoma valley wealth management team is well-prepared to help with even the most complex matters. Whether you are struggling with financial issues, need help arranging finances in a divorce, or simply want to maximize your chances for optimal financial growth in the future, we can show you how to succeed.

We can help you with the following matters and more:

Talk to our wealth management team at Meyers Financial by calling (707) 935-1124!

Our Process & Values

At Meyers Financial, we frequently serve independent thinkers who are not afraid to make bold choices to maximize their growth. We follow a process that has a proven history of success. By focusing on your particular financial situation to identify all the areas that need attention, we can target specific methods for success.

Our process goes as follows:

  • Meet: We meet with you to discuss your financial goals, both immediate and long-term.
  • Discover: We take an inventory of your assets, expenses, taxes, debts, property, and more.
  • Analyze & Report: We provide a personalized report and help you evaluate your options.
  • Review: We meet to discuss the report and a plan of action for the future.
  • Recommend: We advise you on the most effective actions to take.
  • Consult: We take the time to work with you, your attorneys, or other advisors.
  • Follow-up: We continuously monitor your progress and check back in to keep you on track.

Call (707) 935-1124 to Reach Meyers Financial Today

When you are ready to get started, we are here to help. We have over 30 years of experience assisting business people, professionals, those who are seeking long-term planning, and many more types of clients. Founder Lillian Meyers is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst™, in addition to holding several other certifications.

Contact our Sonoma valley wealth management team today and get started rejuvenating your financial future!