1976 – Jack Meyer started The Meyer Financial Group and specializes in managing the risks of retirement.
1987 – Jack Meyer incorporated the business to become Meyer Financial Services, Inc. Dave Anderson joins the firm a year later.
1998 – Paula Martinez joins the firm to provide exceptional service to clients.
2003 – Craig Anderson joins the firm to specialize in asset management.
2014 – Company was rebranded to Meyer Wealth Advisors to focus on our commitment and passion as a company to being your personal CFO’s.
2015 – Dave Anderson retires. Craig becomes partner of the firm.
2016 – 40th Anniversary!