Meyer Capital Group
Meyer Capital Group
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. - Marc Meyer
100% Fiduciary + 100% of the Time = Your Interest Before Ours
Marc Meyer 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, Marc Meyer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Marc Meyer is a Portfolio Manager at Meyer Capital Group. His main responsibilities include monitoring client portfolios, trading, SEC Compliance, and serves on the Meyer Capital Group’s Investment Committee. Since joining the firm, Marc has been learning the ropes from his father and older brother and continues to grow his knowledge of the financial world. He currently holds a FINRA Series 65 license.
Marc’s a graduate of Arizona State University with a Bachelor of Arts degree in Business Law from the W. P. Carey School of Business. While at Arizona State University, he was named to the Dean’s list for multiple semesters and often volunteered for Feed My Starving Children. When Marc isn’t working or learning about the industry, he can be found at the gym working out with his brother, watching all Philadelphia sports teams, or relaxing on the beach at the Jersey shore.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Socially Conscious Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Marc Meyer is a NAPFA Associate
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.
Meyer Capital Group (Thomas Meyer) is Named by Barron's as One of America's Top 1,200 Financial Advisors
FA 100: CNBC ranks the top-rated financial advisory firms of 2020 and Meyer Captial Group Makes the List
Meyer Capital Group Names to Financial Times Top 300 Registered Investment Advisers in 2020
Contact Marc Meyer
525 Route 73 North
Marlton, NJ 08053