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Advisory Services Built Around Your Financial Life.

Meyers Investment Group provides financial advisory services across retirement planning, investment management, business exit planning, trust services, and more. We're not here to check a box or hit a number, we're here to help you reach your goals.

We get involved when financial life becomes more complex. Our role is to improve your outcomes while reducing complexity, coordinating across tax, legal, investment, and planning with a high level of personal attention.

Whether you are approaching retirement, planning a business transition, or managing a high-net-worth financial life, we help you build a clear path forward.

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Financial Planning


Sound financial planning starts with a clear picture of where you are and an honest plan for where you want to be. We help clients set goals, improve cash flow, plan for retirement, and address the financial decisions that matter most at each stage of life.

Investment Management


We build and manage portfolios designed to match your goals, time horizon, and risk tolerance, supported by the research and institutional resources of Baird. No high-pressure sales tactics. No product quotas. Just a clear strategy designed around you.

Retirement Planning


Retirement planning is one of the most consequential decisions you will make. We help clients build a plan for Social Security timing, retirement income, RMDs, and long-term financial confidence. For high-income professionals and business owners, the question is often not whether you can save more. It is how efficiently you can do it. Cash balance and defined benefit plans can be powerful tools during peak earning years, especially when coordinated with tax planning and exit strategy.

Estate and Legacy Planning


We coordinate with your estate planning attorney and other advisors to help protect your assets and transfer them to the right people. Our role is to ensure your financial plan and your estate plan are working together.

Risk Management


We review your insurance coverage and protection plan as part of your overall financial picture, including life insurance, disability coverage, long-term care planning, and liability protection.

1031 Exchange Guidance


What is a 1031 exchange? A 1031 exchange is an IRS provision that allows investors to defer capital gains taxes when selling a real estate investment, provided proceeds are reinvested into a qualifying replacement property within a set timeframe.

The real question clients often ask is how to preserve capital while simplifying property ownership. We help navigate Delaware Statutory Trust (DST) options, timeline coordination, and the transition from active to more passive real estate structures, always coordinating with your CPA and legal team to fit the strategy into your broader financial plan.

Business Owner and Liquidity Event Planning


If you own a private business and are thinking about a sale, transition, or exit, the decisions you make beforehand can have a lasting impact. Through Baird's Business Owner Solutions Group, we bring deep experience around valuation, exit planning, and transition strategies, including sales, ESOPs, and family succession. Planning early and coordinating with your professional team is where we add the most value.

Retirement Plans for Business Owners


Business owners have access to retirement plan options most employees do not, including plans that can shelter significantly more income than a standard 401(k). We help evaluate Solo 401(k), SEP-IRA, defined benefit, and cash balance plan options based on your income, tax situation, and goals.

Philanthropy and Legacy Planning


For clients who want their wealth to support something larger than themselves, we help you think through charitable gifting strategies, donor-advised funds, and foundation planning. We help clients in Northern California and across the country build a legacy that reflects what matters most to them.

Trust Services Through Baird Trust


As a Baird Financial Advisor, we have access to Baird Trust for clients who need professional trust administration and estate settlement support. Baird Trust can serve as trustee, co-trustee, or successor trustee. Trust and legacy planning is where wealth, family, and long-term intent intersect. Through Baird Trust, we provide continuity, peace of mind, and fiduciary oversight that aligns your estate plan with your long-term goals and legacy.

Tax Planning Coordination


We do not prepare tax returns, but tax awareness is built into everything we do. We work with your CPA and tax advisor to coordinate Roth conversions, tax-loss harvesting, capital gains planning, and tax-efficient withdrawal sequencing.

What Makes Meyers Different


Objective. Client-first.

We work with clients under both fee-based and commission arrangements and either way, our advice is always guided by your goals. It's a standard you'll see reflected in every recommendation we make.

Backed by Baird.

As a Baird Financial Advisor, we have access to the research, technology, institutional investment resources, and trust services of one of the country's most respected wealth management firms, with the personal attention of a local advisor relationship.

Northern California roots. National reach.

We serve clients in the Greater Sacramento area, Northern California, and across the country. You get the deep local roots of a community advisor combined with the national resources and reach of Baird.

A true extension of your professional team.

We work closely with your CPA, estate attorney, and other advisors. Not around them. Our goal is to coordinate the right resources and deliver them with a level of personalization and care that makes us a seamless part of your broader professional team.

Frequently Asked Questions

How is Meyers Investment Group compensated?

Most clients choose to work with us through a fee-based advisory relationship, though for some, a commission-based arrangement makes more sense. We're happy to talk through both options together to find what works best for you.

What types of clients does Meyers Investment Group work with?

We work with retirees and pre-retirees, business owners considering a transition or exit, high-income professionals seeking to maximize retirement savings, and families with complex estate, trust, or legacy planning needs.

Do I need to live in California to work with you?

No. We serve clients nationally, though our office and roots are in Northern California.

How is Meyers Investment Group connected to Baird?

Meyers Investment Group is a team of financial advisors at Baird, an employee-owned firm known for the service, support, and resources that help us confidently guide clients toward their goals.

What is a cash balance plan and who is it for?

A cash balance plan is a type of defined benefit retirement plan that allows business owners and high-income professionals to contribute and deduct significantly more than a 401(k) allows. It is especially well-suited for sole practitioners or business owners without employees who want to maximize tax-deferred retirement savings.

Ready to Talk?

If you have questions about any of these services or want to understand whether Meyers is a good fit for your situation, we are glad to have a conversation. No pressure. No commitment. Just a clear conversation about where you are and what might help.

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