To hire a financial advisor to guide you in these uncertain times is among the most important decisions you will make. If you have looked at the information we’ve provided and like what you have seen so far, it may be time to take that next step to gather more information to help you decide if hiring Myers Capital Management is right for you.
That is why we offer a complimentary initial appointment…
- For you to get to know us and how our guidance could make a real difference in your financial journey, and
- For us to evaluate whether you are the type of motivated client we are seeking.
Since we spend a significant amount of time and resources on each client, we are looking to serve people who…
- Are highly motivated to achieve their financial goals
- Come prepared to meetings
- Follow through on recommendations
- Are willing to pay for quality advice
- Value the relationship enough to refer others
- Have at least $250,000 of assets to invest if they are seeking investment management
If this describes you, please contact us to set up your complimentary initial appointment.
After we meet, if you decide you would like to become a Myers Capital Management client, we will fill out advisory contracts that will outline the services we will provide to you and the previously disclosed cost for these services.
It would be an honor to serve you and help you pursue your most treasured financial dreams!