Managing Partner

Elizabeth Meier provides comprehensive assistance and personalized service to every client. She maintains an exclusive client base in many states across America and has conducted numerous educational seminars on a variety of financial topics. 

Elizabeth is a Registered Financial Consultant and Accredited Investment Fiduciary which means she has met educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients. She has also been trained specifically as a behavioral financial consultant and is able to assist her clients in defining their top values so they can improve their relationships with money, make better financial plans for their future and avoid emotional errors.

She is looking forward to using her knowledge to help you pursue your financial dreams!