Meyer & Norland Financial Group, LLC, is an independent wealth services firm working with individual investors and small business owners throughout the United States. Our value proposition for each client relationship under management is results-driven investing with a high degree of personal attention.
Before clients hire one of our advisors, we will have conducted several meetings to ensure that our investing philosophies are compatible. We will then provide preliminary information on how our services may help target your evolving financial needs. Once we are hired we pour our considerable energy and knowledge into our client portfolios and relationships.
Meyer & Norland Financial Group, LLC, is an independently owned and privately managed comprehensive financial services company. Our wealth advisors and associates are highly experienced, credentialed and well respected within our community. Our goal is to serve as a trusted and important advocate for our clients, by offering thoughtful and unbiased advice. We adhere steadfastly to the principle of transparency and believe in serving one very important constituency – our clients.
Meyer & Norland Financial Group, LLC, is an Independent Registered Investment Advisor. We are not an investment bank or broker and we are not obligated to sell financial products or meet sales quotas. We do not work for Wall Street – we work for our clients.
We believe that our clients have a right to know exactly what is in their portfolios, the purpose and costs associated with each holding and the services that they are paying for. We are committed to providing timely, meaningful and reliable reporting so that clients can measure progress toward the achievement of their financial goals.
As a primary advocate for our clients we acknowledge the importance of our responsibilities and duties. We are diligent in our efforts and we are accountable to those we have the privilege of serving.
The Wealth Advisors and associates of Meyer & Norland Financial Group, LLC, would like to thank you for your continued trust and confidence in our firm. We remain committed to the value and quality of our work and will continue to strive to provide you with the very best investment and wealth management services.
Creating and implementing your comprehensive financial plan is the first step in developing the foundation to support all of your financial goals. Your strategy will not only reflect your needs and objectives, but it will also be designed to adapt and respond as your circumstances change.
Our wealth management strategies are customized to each of our clients. We are committed to providing truly personalized service, and we back up that commitment by offering customized and comprehensive strategies for your financial management needs. Because we work with a limited number of clients, we are able to concentrate deeply and personally on you and your needs. A continual dialogue between client and wealth advisor provides opportunities for both parties to share in and shape a successful investment outcome.
We fully understand that life seldom follows a straight path toward your goals. Financial markets and the economy are in constant flux, and your personal, professional and family circumstances are subject to change over time. Our focus on communication allows us to work together to measure progress and make revisions as warranted by market, economic or lifestyle changes.