David S. Meyers, CFP® Meyers Wealth Management

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About David S. Meyers, CFP®

Started in the famed Arbitrage Group at Salomon Brothers in New York in 1993 and spent several years modeling complex structured fixed-income products, particularly focusing on mortgage-backed securities and the prepayment models. After that, various roles at a hedge fund and two institutional money management firms modeling securities and portfolios and focusing especially on risk management and quantitative measurement of security and portfolio performance.

In 2008, established Meyers Wealth Management as a fee-only planning firm dedicated to offering unbiased financial planning advice to everybody, primarily on an hourly basis at first, but later expanded to include retainer services and asset management services. In 2009, moved from Massachusetts to Palo Alto, California.

 

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Recently Published

It’s not the plan. It’s the planning.

August 29, 2022

Plan may be a noun. But to us, it’s always a verb. It’s action and change, response and recalculation. “If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra “It does not do to leave a live dragon out of your calculations, if you live near one.” – J.R.R. […]

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Terms and Acronyms

August 18, 2022

(This is a work in progress. We are adding to it and cleaning it up as we go. Please feel free to make suggestions!) Agencies SSA == Social Security Administration CBO == Congressional Budget Office BLS == Bureau of Labor Statistics IRS == Internal Revenue Service DOL == Department of Labor (regulates a lot of […]

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What is the Social Security COLA (Cost Of Living Adjustment) and How Is It Computed?

August 10, 2022

How is the COLA for Social Security Computed? It’s important to recognize how big a deal this is.  Social Security benefits automatically increase with inflation.  Almost no other product or pension available to the public does that.   This is huge.  If you were getting a fixed dollar amount every month forever, when prices go […]

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Gen X

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $300/hr
  • Retainers: $3,000+
  • AUM: 1%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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