Financial Planning in Grass Valley, CA | Meyers Investment Group

Planning Beyond the Portfolio

When a business sale, retirement, property exchange, or estate question is on the table, the decisions
you make in the next few months can shape the next few decades. We are Meyers Investment Group,
a Baird Private Wealth Management team based in Grass Valley, CA, and helping people get those
decisions right is what we do.

SCHEDULE A CONVERSATION

When financial situations become more complex, the goal shifts from simply managing money to improving outcomes and reducing complexity. This means lowering taxes, improving cash flow, and creating fewer headaches in day-to-day financial life. Most financial decisions that really matter are not investment decisions: selling a business, planning a property exchange, building retirement income, protecting a family’s legacy. They are planning decisions that happen to involve investments.

They require an advisor who can see how tax timing, estate structure, retirement income, and investment strategy all pull on each other at once. That advisor also needs to give you clear recommendations without letting commission considerations shape what they suggest.

That is what working with Meyers Investment Group looks like.

SCHEDULE A CONVERSATION

No cost. No obligation.

^Services
Who We Work WIth

Most of the people who call us are not looking for a portfolio manager. They are dealing with something that
keeps them up at night: a business to sell, a retirement to fund, a property question, an estate to sort out.
Here are the situations we work through most often.

Business Owners

The financial planning before a business sale or ownership transition often matters more than the deal itself. Through Baird's Business Owner Solutions Group, we bring deep experience in valuation, exit planning, and transition strategies, covering sales, internal transitions, ESOPs, and family succession. We work alongside your existing professionals to get the outcome right.

Retirees and Pre-Retirees

Retirement is less about the portfolio balance and more about turning that balance into reliable income for 20 or 30 years. We help people approaching and entering retirement think through Social Security timing, withdrawal strategies, healthcare planning, and risk management together.

High-Net-Worth Families

Families with significant wealth often face questions about trusts, estate administration, and multi-generational transfers. Through Baird Trust, we support directed trust services, full trust administration, and customized solutions that provide fiduciary oversight and align estate plans with long-term legacy goals.

High-Income Professionals

High earners without employees, including physicians, attorneys, consultants, and other sole practitioners, often have access to retirement plan structures that most advisors do not regularly work with. We help high-income professionals explore planning approaches that can align with their tax situation and long-term goals.

Real Estate Investors

A significant property sale is a planning event, not just a transaction. We help real estate investors think through timing, tax implications, and reinvestment questions around a sale or 1031 exchange. In many cases, this means helping clients move from active real estate into more passive, diversified structures while deferring taxes strategically.

Philanthropically Minded Clients

For many clients, charitable giving is not separate from financial planning. It is part of it. We work with clients who want to build giving into their broader estate and legacy plan in a way that is tax-aware and intentional, whether through a donor-advised fund, a foundation, or another structure that fits their goals.

LEARN MORE

How We Work With Clients

You should know what to expect before the first meeting and after it. Here is how a
client relationship with Meyers Investment Group typically takes shape.

Step 1: Discovery

We start by understanding your goals, your concerns, your current financial picture, and what is most important to you. There is no pressure to move quickly. This step is about getting the full picture right.

Step 2: Strategy

We build a financial plan and investment approach tailored to your situation. This is where your specific planning needs come together into a coherent strategy: retirement income, business transition, estate coordination, and tax-aware investing.

Step 3: Implementation

We act as a true extension of your professional advisory team, coordinating next steps across your accounts and working closely with your tax professional, attorney, and other advisors to keep everything aligned.

Step 4: Ongoing Guidance

Life and circumstances change. We provide regular reviews, proactive communication, and long-term relationship management so your plan stays aligned with where you are headed.

SEE WHAT THE FIRST CONVERSATION LOOKS LIKE

Why Clients Work With Meyers Investment Group

Baird Backing

As a Baird Private Wealth Management team, we give clients access to resources most local practices cannot match. That includes a dedicated local team, a research and investment platform independent firms cannot replicate, Baird Trust for legacy and estate administration, and the Baird Business Owner Solutions Group for exit and transition planning.

Objective, Client-First Guidance

Most of our clients choose to have their money actively managed as part of a fee-based relationship. Under that structure, we do not earn commissions on the products or strategies we recommend. That matters because it means when we suggest a planning approach, the reason is that we believe it fits your situation, not that it fits our incentives.

Northern California Roots, National Reach

We are based in the Grass Valley/Nevada City area and serve the Greater Sacramento region and communities throughout Northern California. We also work with clients across the country. Whether you are local or remote, we are set up to support a long-term planning relationship.

Planning Depth for Complex Situations

A generalist financial advisor handles straightforward situations well. When a business exit, a 1031 exchange, a cash balance plan, or a trust administration question is involved, the planning gets more involved. We work with clients in exactly those situations, where the decisions are layered and the stakes of getting them wrong are real.

LEARN MORE ABOUT WHY CLIENTS CHOOSE MEYERS

Serving Grass Valley, Nevada City, and Clients Across the Country

If you are looking for a financial advisor in Grass Valley, our team is based here. We work with clients throughout Nevada County, the Greater Sacramento region, and across the country.

Distance is not a barrier to a strong advisory relationship. Many of our clients outside of California connect with us remotely and maintain the same ongoing planning relationship as those who visit our office in person.

CONTACT OUR OFFICE

Recent Insights and Planning Guides

We publish educational content on the planning topics that matter most to the clients we work with:
business transitions, retirement income, real estate planning, estate coordination, and more.

All That Matters: Invest Your Age

Mike and Ross explore why investing doesn't end at retirement.

Building a Runway to Retirement

How to make the most of the years between your last paycheck and when retirement benefits begin.

Five for Friday – September 18, 2026

Ross looks at the first rate hike since 2023, dot-com bubble comparisons, and why investors tend to underperform the market.

Bull & Baird: 7 Virtues of Investing

After writing on the 7 sins of investing, Mike turns to the 7 virtues. How many apply to your investing style?

SEE ALL ARTICLES

Common Questions

Who does Meyers Investment Group typically work with?

We work with business owners, high-income professionals, people approaching or in retirement, and families with estate and legacy planning needs. Most of our clients are navigating a significant financial decision or transition that requires more than standard investment advice.

How is Meyers Investment Group compensated?

Many clients choose to pay a management fee, but some prefer to pay commission, it just depends on what works best for the client.

Does Meyers Investment Group work with clients outside of California?

Yes. While we are based in the Grass Valley/Nevada City area and serve the Greater Sacramento region, we work with clients across the country. We are set up to support remote relationships.

What does a fee-based advisory relationship mean?

Most of our clients choose to have their money actively managed as part of a fee-based relationship, where our compensation comes directly from the client rather than from commissions on specific products or strategies. That structure removes a common conflict of interest and means the guidance you receive is not shaped by what pays the advisor.

^{Let's Talk.}
Ready to Start a Conversation?

Name

Email

Address

Phone

Message

Thank you!

Oops!