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Call today to revive your financial future! (800) 734-1124  |
Wealth management
for independent thinkers and business owners.
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Chances are we can help you. We're full-service and hold many wealth management certifications. More > |
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Being an independent business, we understand the unique needs of independent people and business owners. More > |
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We've been in the financial planning business for over 25 years, and plan to be in it for many more to come. More > |
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Unmatched Qualifications | We're pleased to announce... Meyers Financial now offers premium health insurance advice and coverage through four leading providers! Learn more |
Meyers Financial is a boutique wealth management firm based in Sonoma, California. The founder and president, Lillian Meyers, has over 25 years of experience and an undying passion for helping people achieve their long-term financial goals.
An independent, certified expert in her field, Lillian provides full-service wealth management and financial planning for other independent people, professionals, and business owners including family owned businesses. She's also a registered investment adviser, enrolled agent, licensed insurance agent and certified divorce financial analyst.
Meyers Financial is a registered branch office of Commonwealth Financial Network, a dealer/broker ranked highest in independent Advisor Satisfaction among Financial Investment Firms by J.D. Power and Associates in 2010. Commonwealth is an independent broker/dealer, which means that our firm remains independent and free to act solely in your interest.