Fee-Only Financial Planner and Investment Advisor serving clients in St. Charles, MO and nationally.
Deborah Meyer is a St. Charles, MO fee-only financial planner and investment advisor. WorthyNest provides comprehensive and objective advice and helps Christian parents grow, protect, and share wealth. Providing holistic planning services isn't work. It's our calling.
Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor based in Saint Charles, Missouri. As the owner of WorthyNest®, Deb helps Christian parents build wealth in a way that aligns with their values. She is a professional contributor to Kiplinger and Investopedia, and her financial advice has been featured by Yahoo Finance, Forbes, US News & World Report and other major publications. Deb is a 2018 recipient of the AICPA's Standing Ovation award and a proud member of NAPFA, Fee-Only Network, XY Planning Network and the AICPA.
Professionally, Deb's career began in public accounting at big 4 firm Deloitte upon graduating from Saint Louis University. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management. In 2013, she resigned from Matter Family Office to spend more time with family. Soon thereafter, Deb launched accounting firm SV CPA Services. WorthyNest has been a labor of love, and she is so excited to be living out this calling!
The Personal Side
Your family is worthy of a bright financial future, and I want to help get you there! Here are some of my roles: mom of three boys, wife of Bryan, faith-believer, business owner, lover of all things Spanish, and bona fide numbers geek.
One certain thing in life is change. Upon graduating from Saint Louis University in 2004, my career prospects were great. I had the privilege of working at Deloitte and Matter Family Office for several years, but my perspective changed as our family expanded. Long commutes, mom guilt, and minimal family time wore on me. Kids are only young once, and I want to be there for the moments that count. Entrepreneurship offers the flexibility to pursue both professional and personal goals. Do you share a similar mindset? If so, I’d love to talk with you.
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
WorthyNest is a fee-only financial planning and independent investment advisory firm located in St. Charles, MO.
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.
HOW WE ADD VALUE
WorthyNest's planning process is value-driven and includes life planning elements. We work collaboratively with you, actively listening to your history, values, and goals. We help clients:
1) Communicate openly with family members about money
2) Identify and work towards common goals
3) Prioritize saving objectives
4) Create a financial independence plan
5) Pay for higher education expenses
6) Lower tax burdens
Change is inevitable, and we want to be with you on the journey. Below are some examples of life-changing events where we've assisted clients:
- Starting, selling, or growing your business
- Buying a home or relocating
- Welcoming a new child into the family
- Preparing a child for college
- Coping with the loss of a loved one
- Dealing with relationship changes such as marriage or divorce
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Education Planning
- Charitable Giving Strategies
- Christian Parents
- Growing Families
- Small Business Owners
- Sudden Money Situations
- In-Office Meetings
- Virtual 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
St. Charles, MO 63303