Myers Capital Management

Refocusing Your Future

Refocusing Your Future

facebooklinkedin

  • Home
  • About
    • The Team
    • You Deserve More!
    • The Next Step
  • Investment Planning
    • Investing Today
    • Our Approach
    • Our Process
    • Values Based Investing
  • Financial Planning
    • Plan Your Future
    • Your Retirement
    • Protecting Your Assets
  • Wealth Planning
    • Overview
    • Custom Portfolios
    • Cash Management
    • Wealth Transfer
  • Myers Cap Post
  • Client Center
    • Account Access
    • Schedule Appointment
    • Quarterly Market Review
    • Forms
    • Tax Center
    • Helpful Information
    • Helpful Websites
    • Financial Calculators
  • Contact
    • Office Hours & Location
    • Call or Send Email

The Team

Paul Myers, ChFC, CRPC
Financial Planner and Investment Advisor
Phone: (215) 657-0300 Ext. 301

Paul lives in Montgomery County PA with his wife, Beth, a homemaker and educator of their seven home schooled children. His life is guided by his faith in God and love for his family. At the end of the day, his desire is that God would be pleased and his family would be proud of the way he serves his clients.

Since 1983, Paul has used his vast knowledge and experience to help people in the Delaware Valley refocus their future and be more confident about achieving their overall vision and purpose in life.

After earning a bachelor’s and master’s degree, Paul gained significant experience in the investment, insurance, and tax preparation fields before becoming a Financial Planner. He acquired a widespread knowledge of personal financial issues and was awarded the Chartered Financial Consultant (ChFC) designation from the American College, one of the most comprehensive financial planning designations available today. Understanding that retirement planning is the key issue for many of his clients, Paul completed the College For Financial Planning’s Chartered Retirement Planning Counselor (CRPC) program. This education and years of experience enable Paul to craft real life solutions to the real issues that people face as they look to reach their financial goals.

Paul is a member of the Premier Advisors Group, a national group of elite advisors who meet quarterly to study economic data and review strategies to help clients meet their most treasured financial goals. He has been recognized in the National Register’s “Who’s Who in Executives and Professionals,” and wrote a forward to the book, “The Art of Investing & Portfolio Management,” published by McGraw-Hill in 2004. Paul hosted the Philadelphia On the Money Radio Show weekly in 2009 and 2010, discussing various timely investment management and financial planning topics to a broad array of listeners. He has also spoken to a variety of audiences including community non-profit organizations to share his extensive knowledge related to investment and retirement issues.

Paul’s Guidevine Profile

Debbie Leistrum
Office Manager
Phone: (215) 657-0300 Ext. 302

debbieDebbie joined the Myers Capital Managment staff in 2005. In addition to day-to-day office administration, Debbie is responsible for the preparation, processing and follow up of investment paperwork for new customer accounts and client service requests for existing accounts.

Debbie also coordinates appointment scheduling and client communication through phone calls, correspondence and seminar registrations. Debbie has full knowledge of office policies and procedures and may be contacted with any questions. She also participates in web site updates and is interested in any feedback you might have about the web site.

Beth Myers
Administrative Assistant
Phone: (215) 657-0300 Ext. 303

bethBeth graduated from Drexel University in 1980.  She has utilized her time and skills raising and homeschooling her seven children from 1981 until 2016.  Beth then joined the Myers Capital Management team in 2016 to bring her knowledge and experience to help manage a variety of client administrative needs.

paul-intro

Send Me an Email

Schedule Introductory Meeting

The Myers Cap Post

  • Clark Capital Quarterly Economic and Market Review and Outlook
  • Disappointing December Jobs Report
  • Growth Accelerates In December
  • 2020 Overview and 2021 Expectations
  • Merry Christmas 2020!
  • Are You Really Diversified?
  • Will Other Stocks Catch Up to Tech?
  • Income & Spending: Where Do We Go From Here?
  • Service Sectors and Employment Grow Slower
  • Manufacturing Continues To Grow In November
logocrpc

Location & Office Hours

(215) 657-0300

Send Us an Email
 
facebooklinkedin

WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management (“RIA Firm”) is a registered investment adviser located in Abington. Myers Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements Myers Capital Management ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Myers Capital Management ’s web site on the Internet should not be construed by any consumer and/or prospective client as Myers Capital Management ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Myers Capital Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Myers Capital Management , please contact the state securities regulators for those states in which Myers Capital Management maintains a registration filing. A copy of Myers Capital Management ’s current written disclosure statement discussing Myers Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Myers Capital Management upon written request. Myers Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Myers Capital Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.   This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Myers Capital Management and individually licensed and appointed insurance agents.   • Copyright Myers Capital Management
[Home]    [website design]