Glenn  Meyer

Glenn Meyer

| CFP®, CLU®, ChFC®, CPA

GDM Advisory Group, Ltd.

(215) 886-5800

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Fee-Only Financial Advisor serving Jenkintown, PA area.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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123 Old York Road
Suite 200
Jenkintown, PA 19046

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Glenn Meyer is a Jenkintown, PA Fee-Only Financial Planner serving Jenkintown and all surrounding areas. GDM Advisory Group, Ltd. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Glenn Meyer is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

GDM ADVISORY GROUP, LTD. was established in 1993 by Glenn D. Meyer, CPA/PFS, CFP™, ChFC, CLU. Glenn’s business values were established while gaining valuable experience at a privately held financial planning firm in Atlanta, Georgia. Prior to GDM’s formation, Glenn was the Director of Personal Financial Planning at Ernst & Young and KPMG, both in Philadelphia. This distinctive background provides Glenn the ability to offer small firm service with large firm expertise.

Our firm’s client base is as diverse as their needs. Many of the firm's clients are executives of publicly owned companies, owners of successful businesses, or professionals. They may be in the process of accumulating capital or may have already acquired wealth and may not have the ability or resources to evaluate alternative financial, investment, and risk management/estate planning opportunities. Some are seeking validation for their current strategies, while others are looking for a more cohesive, disciplined approach.

Typically, an individual becomes a client of GDM ADVISORY GROUP, LTD. because their primary interests lie elsewhere - earning a living, building and managing a business, or working on behalf of civic and charitable causes. Often, this type of successful individual has neither the time nor inclination to become involved in fields unrelated to their primary endeavors. Their position and opportunities warrant having a personal financial advisor
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