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.