SageVest Wealth Management
SageVest Wealth Management
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Myers, CFP®
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Meet Jennifer Myers
Jennifer E. Myers, CFP® serves as President of SageVest. With more than two decades of experience in the financial industry, Jennifer works with clients to help them fulfill their life and family goals, while translating complex financial matters into understandable, manageable, and successful strategies. She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.
Jennifer has repeatedly been named as a Top Fee-Only Advisor by The Washingtonian and Northern Virginia Magazine, and as a Five Star Wealth Manager by Five Star Professionals. (Please see our website for award disclosures.) She has appeared on television and has been quoted in The Washington Post, CNBC, Kiplinger, US News and World Report, Investopedia, Yahoo Finance, CNN Money, NASDAQ, NPR’s ‘Marketplace’, The Journal of Financial Planning, and a host of other national publications. Jennifer has also spoken on a variety of financial planning topics ranging from broad planning initiatives to more discrete topics, such as wealth transfer planning, financial values, children and money, and women’s financial planning considerations.
Her professional affiliations include membership in the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), the Northern Virginia Estate Planning Council, and the Washington, D.C. Estate Planning Council, of which she previously served as an officer and director. In the community, she has been a member of the Women’s Business Giving Circle at the Community Foundation for Northern Virginia and the Washington Women’s Leadership Initiative.
Prior to establishing SageVest, Jennifer served as partner in a local RIA firm. She also provided financial and business analysis for Unisys and the U.S. Postal Service.
Jennifer received her Bachelor of Business Administration (BBA) and Master of Business Administration (MBA) from The George Washington University. She also received the CERTIFIED FINANCIAL PLANNER (CFP®) professional designation from the CFP® Board of Standards.
Jennifer Myers 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Jennifer Myers 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.
Contact Jennifer Myers
1320 Old Chain Bridge Road
McLean, VA 22101