Our Differentiator

About Founder Lillian Meyers<br/>

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.

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.

Everything we do with money has a tax consequence, either good or bad, and we can help! 

Lillian Meyers began her career as a tax accountant and founded Meyers Financial in 1985. In 1990 after 30+ years of experience as a tax planning and tax preparation, she decided to move into investments. Since 2006 Meyers Financial Services, Inc. has been providing wealth management services and now has 14 years of experience. Also as an Enrolled Agent, she can represent 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 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 

All it takes is 30 minutes on the phone to decide if we would be a good fit to work together.

There’s no obligation and no pressure. We look forward to speaking with you!