Why choose us?
A teacher at heart, Tyler J. Meyer has dedicated much of his career to learning as much about the financial world as possible in order to provide the highest value for his clients. In addition to being a Certified Financial Planner® (CFP®), one of the industry’s most esteemed professional designations, he is also a Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Retirement Income Certified Planner® (RICP®), Financial Services Certified Professional® (FSCP®), and Certified in Long Term Care® (CLTC®). These designations make Tyler one of the most educated advisors in the entire country.
We believe that everyone, no matter
where they live, should have access
to high quality financial plannning.
We believe the value of working with a
financial planner should exceed
the cost of doing so.
We believe that a well executed plan
leads to lower levels of stress
and higher levels of happiness.
We believe that fee-based financial
planning leads to the least possible
conflicts of interest.
We believe that financial planning
should be inherently personal, not
the boiler-plate advice you may
receive at "chain" firms.
We believe in paying every dollar
of taxes owed, just don't leave
Uncle Sam a tip.
We believe that, for the most part,
investments should be "boring".
We believe that risk management
is essential to a comprehensive
We believe the best financial plans
contain a healthy amount of flexibility.
Fun Fact: None of the photos utilized on this website are stock photos.
We value connection with our clients, so we intentionally chose to use our own personal photos. We are happy to highlight the farm, owned by Tyler's parents, in a few of the pictures as it represents to us the hard work and dedication owed to our clients.