Fee-Only Financial Planner and Investment Advisor in Punta Gorda, FL who serves clients nationally.
Deborah Meyer is a virtual fee-only financial planner and investment advisor based in Punta Gorda, FL. WorthyNest helps Christian parents build wealth without compromising their values. Providing holistic financial planning and investment services isn't work. It's our calling.
Deborah L. Meyer, CPA/PFS, CFP® and AFCPE® Member, is the Amazon bestselling author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deborah owns WorthyNest®, a fee-only financial planning and investment advisory firm that helps parents build wealth, and SV CPA Services, an accounting and tax firm for forward-thinking entrepreneurs.
Deborah has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award. Outside of work, Deborah spends time with her husband Bryan and three sons.
Deborah Meyer 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
Helping Christian parents build wealth in alignment with their values isn’t work. It’s our calling.
WorthyNest® is a virtual fee-only, fiduciary wealth management firm based in Punta Gorda, FL that serves U.S. families nationally. Whether working with parents of young children or those preparing for their second or third act in life, the most important thing we emphasize is progress …
Defining your family values
Living purposefully and intentionally
Making a positive impact on others’ lives
Many financial advisors start a new relationship by evaluating your investment mix, account types, and spending patterns. We take a unique 3-step approach at WorthyNest® to serve new clients:
Define family values, vision, and goals.
Guide you towards specific tactics to achieve those goals.
Provide accountability and encouragement when you get off track.
OUR COMPANY VALUES
- We always put your best interest first.
- No product sales or commissions.
- No minimum level of assets to manage.
- We offer unbiased financial planning and investment guidance to Christian parents.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Charitable Giving Strategies
- Education Planning
- Christian Parents
- Growing Families
- Small Business Owners
- Sudden Money Situations
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Deborah Meyer is a NAPFA-Registered Financial Advisor
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.
Deborah Meyer 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.
Deborah Meyer is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
Deborah Meyer is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Deborah Meyer
42881 Lake Babcock Dr. #200
Punta Gorda, FL 33982