Chris Paleologus
CFP®
Meyer Capital Group
Portfolio Manager
Chris Paleologus
CFP®
Meyer Capital Group
Portfolio Manager
Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future. - Chris Paleologus, CFP®
100% Fiduciary + 100% of the Time = Your Interest Before Ours
Chris Paleologus is a Marlton, NJ fee-only financial advisor serving clients locally and across the country. Meyer Capital Group specializes in comprehensive financial planning and investment management, including sustainable investing, to help professionals, women, families, non-profits and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Paleologus is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Chris Paleologus is a Portfolio Manager at Meyer Capital Group. His main responsibilities include establishing and monitoring client portfolios and investment research. Chris also serves on Meyer Capital Group's Investment Committee. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA Level III candidate. He also holds his FINRA Series 65 license. Chris graduated from Saint Joseph’s University in 2012 with a Bachelor of Science in Finance.
Chris is a native of the greater Philadelphia area, born and raised in Bensalem, PA and currently residing in Horsham, PA with his Fiancé and their Jack Russell Beagle mix. Outside of the office, Chris enjoys golfing, working out, and spending time with family and friends.
Chris Paleologus is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Meyer Capital Group is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach.
Our firm was founded in 1963 by Clarence Whipple. Now managed by his grandson Tom Meyer, Meyer Capital Group has been providing superior financial advice for five decades. Today, MCG has capabilities to provide state-of-the-art portfolio management and services, but is small enough to also provide personal, one-on-one service to our client which is unique among our peers.
During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund.
Meyer Capital Group has grown from managing less than two million in assets to over six-hundred million today. We have been given the opportunity to increase our customer base due to the firms’ spectrum of new services, investment options and approaches.
"Investment management is a relationship business. Meyer Capital Group collaborates with you to provide the best approach for managing your portfolio and securing other financial services. By joining the Meyer Capital Group family, we will help you to build a solid financial future." - Thomas C. Meyer
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Socially Conscious Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chris Paleologus is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Chris Paleologus is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Chris Paleologus is Quoted in US News and World Report: "6 Perfect Times for a Beginner to Start Investing"
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Chris Paleologus is Quoted on Yahoo Finance: "Why Investors Shouldn't Play Follow the Leader"
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Meyer Capital Group (Thomas Meyer) is Named by Barron's as One of America's Top 1,200 Financial Advisors
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FA 100: CNBC ranks the top-rated financial advisory firms of 2020 and Meyer Captial Group Makes the List
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Meyer Capital Group Names to Financial Times Top 300 Registered Investment Advisers in 2020
Contact Chris Paleologus
Office Locations:
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525 Route 73 North
Suite 312
Marlton, NJ 08053
