Deborah Meyer
Founder & Lead Advisor
WorthyNest
Fee-Only, Fiduciary Financial Planner and Investment Advisor in Saint Charles, MO who serves clients nationally.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
I'm the host of the Beyond Budgets® podcast and author of Redefining Family Wealth
Our office is located in St. Charles, MO, but we serve clients nationally
We guide Christian and Catholic parents through important financial decisions
There is no required asset level to work with us, but our minimum monthly fee is $300
We value long-term relationships and do not offer hourly or project-based engagements
Get to Know Deborah Meyer
Deborah L. Meyer, CFP®, CPA and CEPA®, is the award-winning author of Redefining Family Wealth and founder of WorthyNest®, a fee-only, fiduciary wealth management firm that guides Christian and Catholic parents through important financial decisions using a values-based approach so they can steward resources well.
Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Deb lives in Missouri with her husband Bryan and three sons.
I Can Help You With:
- Business Exit Planning
- Retirement Planning
- College Savings
- Faith-Driven Investing
- Values-Based Financial Planning
Ideal Clients:
- Gen X Parents
- Small Business Owners
- Faith-Driven Investors
FAQ with Deborah Meyer
- Why should I work with you?
- What does your company stand for?
- How are you compensated?
You’re conscientious and want to make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way. Here’s the problem: most financial planners only focus on wealth accumulation and don’t factor in your desire to make the world a better place.
At WorthyNest®, we believe values-driven financial planning should be enjoyable and easy. We understand how overwhelming it can feel, so we developed a 5-step planning process for parents.
My approach is unique because I’m a:
- Fee-only fiduciary, offering advice only in your best interest
- Trustworthy CPA financial planner
- Award-winning author of Redefining Family Wealth
- Married mom of 3 boys who cares deeply about family
- Location-independent advisor
- Why should I work with you?
You’re conscientious and want to make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way. Here’s the problem: most financial planners only focus on wealth accumulation and don’t factor in your desire to make the world a better place.
At WorthyNest®, we believe values-driven financial planning should be enjoyable and easy. We understand how overwhelming it can feel, so we developed a 5-step planning process for parents.
My approach is unique because I’m a:
- Fee-only fiduciary, offering advice only in your best interest
- Trustworthy CPA financial planner
- Award-winning author of Redefining Family Wealth
- Married mom of 3 boys who cares deeply about family
- Location-independent advisor
- What does your company stand for?
- How are you compensated?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Deborah Meyer's Designations and Affiliations
Deborah Meyer is a Certified Public Accountant (CPA)
Media Mentions and Industry Involvement
Deborah Meyer is a Member of the Catholic Financial Planners Network
Deborah Meyer is the Author of Redefining Family Wealth
Deborah Meyer is a Contributor to Kiplinger: "4 Simple Habits to Build Wealth Faster"
Deborah Meyer is Quoted on MSN Money: "Some Boomers Less Confident About Retirement After COVID Uncertainty But There's Hope"
A Complete List of Deborah Meyer's Media Appearances Can Be Viewed Here
Office Locations
119 S Main Street - Saint Charles, MO 63301
