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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...
Overview
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
2006
Location
Region
North America
Country
United States
City
Sonoma
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