Jeff G. Meyers, 913-663-1414
Kansas City and Overland Park.


As an independent wealth management advisor in Kansas City and Overland Park, I only work for one person…you, my client.

Finding a financial/wealth management advisor you can trust is an essential I understand.

Because I have been an independent wealth manager for over 23 years, my team and I have access to a broad range of products and services to help meet the investment and planning needs of our clients.  

I am committed to helping my clients develop investment and tax management strategies that assist them as they reach for their financial goals. That commitment to you and your goals is enhanced by my extensive training, financial advising education, and years of experience with investments.

Each client has their own unique investor profile and tax payer profile.  In order to create and maintain wealth in the United States, an investor must blend investment strategies with efficient tax management strategies. 

Clients hire me as an independent financial advisor to help them build and blend these strategies together.  We title this approach “Private Wealth Management”.

The recent Crash of 2008 (it actually started in October, 2007 and ended March 9, 2009) taught us there was no safe haven.  A well-diversified portfolio using Modern Portfolio Theory provided little to no protection.

Foundations and Endowments fared much better than the average investor during the Crash of 2008.  When you read a recent report on their current holdings, you will find as little as 11% invested in publically traded equities and bonds in the United States. We brand their approach “The Foundation Plan” and would like to share the details with you.

Reach out to us. We have answers to questions regarding:

  • Investment Strategies that differ from Modern Portfolio Theory
  • Investment Strategies that differ from mutual fund portfolios
  • Investment Strategies for Retirement Assets
    • Strategies for Self-Directed 401(k)s
    • Strategies for IRA Rollovers
    • Strategies for Roth IRAs
  • Distribution Strategies for Retirement Assets
  • Social Security Benefit Timing
  • Legacy Investing and Planning

I make a decent cup of coffee and a mean cup of hot, loose leaf green tea…I hope you will join me for one and a conversation about how I, as an independent wealth management advisor, can help you reach your goals .