Glenn Meyer

CFP®, CLU®, ChFC®, CPA

GDM Advisory Group, Ltd.

Financial Advisor

Glenn Meyer

CFP®, CLU®, ChFC®, CPA

GDM Advisory Group, Ltd.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Glenn Meyer, CFP®, CLU®, ChFC®, CPA

(215) 886-5800

    Fee-Only financial planner located in Jenkintown, PA, serving clients locally and across the country

    Glenn Meyer is a Jenkintown, PA fee-only financial planner. GDM Advisory Group, Ltd. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Glenn Meyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    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

    Glenn Meyer 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
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    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

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      Glenn Meyer 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.

    • Certified Financial Planner (CFP)
      Glenn 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.

    Contact Glenn Meyer

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    Office Locations:

    • 123 Old York Road
      Suite 200
      Jenkintown, PA 19046

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