CFP®, MBA, AIF®
Meyer Capital Group
An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Patricia Sperduto is a Portfolio Manager and the Lead Financial Planner at Meyer Capital Group.
Patricia's objective is to help you achieve your life goals through proper management of your finances. The financial planning process provides direction or a road map to your financial decisions. It helps you consider both the short and long term effects of your choices on your life goals.
Patricia has spent over twenty-five years in the financial industry as an advisor, including twelve years as the President of her own financial services company and almost ten years as a NAPFA member. Patricia holds a Masters of Business Administration from Drexel University, and a Bachelor of Business Administration from Temple University. She received her Certified Financial Planner™ certification in 1996 from the Certified Financial Planner Board of Standards, Inc. and she holds her FINRA Series 7 and 63 licenses. Patricia also earned the Accredited Investment Fiduciary® designation from Fiduciary360. Fi360 promotes a culture of fiduciary responsibility and improves the decision making processes of investment fiduciaries.
Patricia's years of experience planning through various situations, from executives and non-profits to widows and the divorced, benefits all of our clients greatly. Her analytical background and ability to assess complex financial situations (in particular issues related to retirement, asset management and tax planning) are the perfect complements to our Meyer Capital Investment Committee.
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Patricia Sperduto is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Thomas Meyer, CEO
Meyer Capital Group is an independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Meyer Capital Group’s comprehensive investment approach is designed to meet your needs today and in the future. We are committed to creating, maintaining and refining an investment framework to fit your unique situation. Our goal is simple – to understand your financial objectives and help you meet them.
By offering a flexible approach, we can provide customized solutions. MCG delivers an exceptional level of personal service and assigns a team of investment professionals to review each account. Each member of our team is highly experienced in investment management and trained to deliver the appropriate financial solutions.
Defining Objectives: We will work with you to assess your financial situation, taking into account your current assets, income and debts. We will help you to define your short and long term goals and limitations. We will assist you in finding solutions for managing risk and will define a discipline that works for you. Financial Planning is also offered as a separate service, focused on meeting your life goals through proper management of your household assets as well as potential liabilities. Financial Planning can encompass investing, income tax work, retirement issues, education planning, insurance needs and estate planning.
Developing Investment Strategy: We will work with you to develop an asset allocation strategy using investment objectives that match your level of risk tolerance. We will assess your current holdings to help you decide which assets should remain a part of your portfolio and which holdings should be sold. This will allow us to outline your investment objectives, guidelines and restrictions on an Investment Policy Statement.
Implementing Investment Plan: Once your strategy is established, our team, lead by your portfolio manager, will begin building your portfolio. We will use a variety of tools including our proprietary screening process to determine the ideal positions for your portfolio. All investment recommendations are derived in a team environment where numerous staff members discuss your situation and determine the best recommendations for initial investing and disciplined rebalancing.
Communicating With You: Our communication with you can take many forms. We offer email, webcasts, video conferencing, telephone and face to face update meetings based on your needs. We can also work seamlessly with all of your financial professionals including accountants and attorneys. On a daily basis, you can review your accounts on our extensive website which reflects data as of the prior day’s market close.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Patricia Sperduto is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Patricia Sperduto is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Patricia Sperduto is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Meyer Capital Group is an Independent Registered Investment Advisor (RIA)
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.
Patricia Sperduto is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Contact Patricia Sperduto
Five Greentree Centre
525 Route 73 Ste 312
Marlton, NJ 08053