# Meyers Financial Services Inc

Meyers Financial Services Inc is a Multi Family Office based in Sonoma, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sonoma, United States
- **Region:** North America
- **Founded:** 2006
- **Website:** https://www.meyersfinancial.com/
- **LinkedIn:** https://www.linkedin.com/company/meyers-financial

## Regulatory record

- **CRD number:** 136624
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136624

## About

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.

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Last updated: 2026-05-29T11:27:46.025Z

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