Meyer Capital Group

About Meyer Capital Group

Meyer Capital Group is a financial advisory firm based in New Jersey, focused on helping clients achieve their financial objectives through personalized investment management and financial planning. The company emphasizes trust, professional service, and educating clients on investing, estate conservation, and wealth preservation.

Products & Services

Financial Planning:Comprehensive financial planning services to help clients save for retirement and maintain quality of life.

Investment Management:Tailored investment processes and portfolio management to meet individual client needs.

Estate Conservation:Strategies to preserve wealth and plan for estate management.

Sustainable Investing:Investment options that consider social impact alongside financial returns.

Client Access Portal:A portal for clients to access their financial information and resources.

Specialties

Investment Management Financial Planning Estate Conservation Sustainable Investing

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Strategic Investment T: - FT: Strategic Investment	A: 1600000000 MR: - FA: $1.6 billion FAN: 1600000000	D: 2023-06-15 FD: 2023-06-15	1 investors

Strategic Investment Latest

2023-06-15

$1.6B

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

T

Thomas C. Meyer

CEO

J

Joseph Hehl

Chief Operating Officer

M

Michael Howley

Senior Wealth Advisor

D

Danielle Margulis

Lead Financial Planner

T

Thomas P. Meyer

Portfolio Manager

M

Marianne Rullo

Portfolio Manager

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