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Meyers Financial Services Inc Overview
Type
Multi Family Office
General Information
Meyers Financial Services Inc is a multi-family office headquartered in Sonoma, United States. Founded in 1985, it traces its wealth origin to founder Lillian Meyers’ long-standing tax-planning and investment-advisory practice that served high-net-worth individuals across California. The office provides integrated portfolio management, income-tax optimization, intergenerational estate structuring, risk mitigation, and retirement planning for entrepreneurial families and business owners—delivering disciplined, goals-aligned wealth stewardship.
Contact Information
Website:
https://www.meyersfinancial.com/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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