Is Meyer Capital Group by appointment only?

Yes, Meyer Capital Group is by appointment only.

Specialties

Meyer Capital Group is a national-recognized and award-winning fee-only financial planning and investment management firm that has been helping families achieve their financial goals since 1963. After 60 years in South Jersey, we're are one of the oldest fiduciary advisors operated in New Jersey.

History

Established in 1963.

Meyer Capital Group has been helping families achieve their financial goals since 1963 when Tom Meyer’s grandfather started the firm. Today, driven by our desire to make a true difference in the lives of our clients, Meyer Capital Group’s mission is our motto Commoda Tua Ante Nostra - Your Interest Before Ours. For more than six decades, Meyer Capital Group has been the award-winning firm people count on to preserve and grow their wealth. Currently, we provide service around the globe, totaling well over $1 billion. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future.

Meet the Business Owner: Tom M.

Thomas C. Meyer is the Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process. Tom learned the business from his grandfather who founded the firm in 1963. He was one of the first fee-only fiduciary advisors, truly a pioneer. Tom joined the firm in 1982 and began his career constructing investment portfolios and managing client assets. By 1987, Tom took over the firm and while continuing to focus on providing clients with outstanding customer service, he began preparing the company for change.