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The Retiree’s Tax Savvy best Friend. The Joy of Retirement Process ®
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The Retiree’s Tax Savvy best Friend. The Joy of Retirement Process ®
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The Retiree’s Tax Savvy best Friend. The Joy of Retirement Process ®
shaking hands Tax, estate, retirement & wealth management
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CFP® CDFA EA
30+ years of experience

Wealth Management
Tax Planning
Retirement & Divorce
Estate Planning

"Learn from the mistakes of others. You can't live long enough to make them all yourself."
- Eleanor Roosevelt


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Meyers Financial is a boutique wealth management firm based in Sonoma, California. The founder and president, Lillian Meyers, has more than 30 years of experience and an undying passion for helping people achieve their long-term financial goals.

An independent, certified Financial Planner CFP®, Lillian provides full-service wealth management and financial planning for other independent people, professionals, and business  including family owned businesses. She's also a registered investment adviser, enrolled agent, licensed insurance agent and certified divorce financial analyst.

This communication is strictly intended for individuals residing in the states of CA, ID No offers may be made or accepted from any resident
outside these states due to various state regulations and registration requirements regarding investment products and services.

Lillian Meyers (CA Insurance License #0809561)  securities offered through Girard Securities, Inc. Member FINRA/SIPC, Investment advisory services offered through Meyers Financial Services, Inc.  a registered investment Advisor not affiliated with Girard Securities, Inc.. Advisory services, fixed insurance products and services, divorce analysis, and tax services offered by Meyers Financial are separate and unrelated to Girard Securities, Inc..