Meyer Capital Group
Marianne Rullo has twenty-one years of experience in the financial industry, including eight years in various positions at Lehman Brothers. Prior to that, she worked for the U.S. General Accounting Office as a compliance auditor. Marianne received her Masters of Business Administration from the University of Notre Dame in addition to her Bachelor of Science in Finance from St. Joseph’s University. Marianne is an Accredited Investment Fiduciary (AIF®) and holds a Series 65 FINRA license.
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
Donald L. Kingett and Thomas C. Meyer - Financial Planning
Donald L. Kingett and Thomas C. Meyer discuss the importance of financial planning. http://kingettwarren.com/ http://www.meyercg.com/
The Truth About Finding & Working with a Financial Advisor
Laura Adams interviews Tom Meyer
What you need to know when hiring a financial advisor
Tom Meyer on Well Kept Wallet with Deacon Hayes. What you need to know when hiring a financial advisor.
Tom Meyer on Wharton Business Radio 4/25/17
Tom Meyer on Wharton Business Radio, Your Money with Kent Smetters.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- ETF and Indexing Management
- Small Business Retirement Accounts
- College Education Planning
- ESG/Socially Responsible Products
- Risk Management / Liquid Alternative Strategies
- SMA (Separately Managed Accounts)
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- Recently Divorced and Widowed
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Flat Rate & Hourly Planning
- % of Assets Under Management
Professional Designations & Affiliations
Marianne Rullo 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.
Marianne Rullo is an Accredited Investment Fiduciary® (AIF)
Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.
Meyer Capital Group is an Independent Registered Investment Advisor (RIA)
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.
Contact Marianne Rullo
5 Greentree Center, Ste 312
525 Route 73 North
Marlton, NJ 08053