Lillian Meyers financial advisor

About Founder Lillian Meyers CFP, CDFA,CFF, EA

Lillian Meyers brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. Most financial advisors are not educated and trained in accounting and taxes and often overlook the cost of taxes on a portfolio.

"Expert Wealth Management and Tax Solutions for High-Net-Worth Individuals"

Lillian Meyers, founder of Meyers Financial Services, Inc., brings over 35 years of experience in tax planning, tax preparation, and investment management. Starting her career as a tax accountant in 1985, she expanded into comprehensive wealth management in 2003. As both a Certified Financial Planner (CFP) and an Enrolled Agent (EA), Lillian offers the unique advantage of integrating expert tax strategies with personalized investment solutions.

With a deep understanding of IRS representation and tax optimization, Lillian focuses on maximizing wealth for high-net-worth individuals through expertly crafted tax-efficient financial plans. Her proven expertise ensures clients achieve financial growth, security, and peace of mind through customized strategies designed to protect and optimize their assets.

The Value We Provide

Diversified Portfolio: Benefit from a portfolio that is well diversified for these economic risk, political risk, market risk, and purchasing power risk.

Customized portfolio: We provide a customized portfolio for you and your situation, as life changes so should your portfolio. You will not receive a cookie-cutter portfolio.

Investment Advise: We help you make good decisions on your positions and whether going to cash is beneficial.

Personal Touch: You will be able to talk to a real person, not a robot. Talk to a professional that knows your situation.

Wide Investment Options: Invest in opportunities that Vanguard does not have, explore more possibilities.

Years of Experience: Sophisticated advice that expands over 30 years.

A Knowledgeable Advisor: We spend all day every day learning about investments and what is going on in the markets. Staying up to date is our full-time job.

Ms. Meyers has earned the following titles and certifications

CERTIFIED FINANCIAL PLANNER™ Professional
Certified Divorce Financial Analyst™
Enrolled Agent
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
DAR Daughter of the American Revolution

Schedule a Meeting

"Schedule a 30-minute no-obligation phone or virtual consultation to explore personalized financial strategies tailored to grow, protect, and simplify your wealth. We specialize in comprehensive wealth management, retirement income planning, and tax-efficient solutions for high-net-worth individuals. Whether you prefer a call or a virtual meeting, we’ll help you gain financial clarity, confidence, and security—on your terms and your schedule."