About

Our Differentiator

About Founder Lillian Meyers

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.

Everything we do with money has a tax consequence, either good or bad.

Lillian Meyers began her career as a Tax accountant and founded Meyers Financial in 1985 30+ years as a Tax planning and Tax preparation company, Decided to add investments in 1990 28 years ago and we continued to evolve. Today, as Meyers Financial Services, Inc. and since 2006 the company has again made progress by providing wealth management for 12 years, is also an Enrolled Agent, represents individuals in front of the IRS, and understands that optimizing wealth begins with an expertly designed tax management plan.

Ms. Meyers has earned the following titles and certifications:

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

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 

Ready to Get to Work?

Contact us today!