Meyers Financial Services Inc
Meyers Financial Services Inc is a multi-family office headquartered in Sonoma, United States.

Meyers Financial Services Inc
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.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Sonoma
Corporate office
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Frequently asked questions
What is Meyers Financial Services Inc?
Meyers Financial Services Inc is a multi family office headquartered in Sonoma.
Where is Meyers Financial Services Inc headquartered?
Meyers Financial Services Inc is headquartered in Sonoma, in the North America region.
What does Altss track for Meyers Financial Services Inc?
Altss maintains an OSINT-verified profile of Meyers Financial Services Inc covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Meyers Financial Services Inc's website?
Meyers Financial Services Inc's public website is www.meyersfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Meyers Financial Services Inc?
Meyers Financial Services Inc is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Meyers Financial Services Inc?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Meyers Financial Services Inc?
Meyers Financial Services Inc's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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