Thomas C. Meyer
AIF®
Meyer Capital Group
CEO & President
Thomas C. Meyer
AIF®
Meyer Capital Group
CEO & President
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, AIF®
100% Fiduciary + 100% of the Time = Your Interest Before Ours
Thomas Meyer is a fiduciary financial advisor in Marlton, NJ. 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 fiduciary, Thomas Meyer has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.
Thomas C. Meyer is the Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process. Tom learned from his grandfather who founded the firm in 1963. He was a fee-only fiduciary more than fifty years ago, truly a pioneer.
Tom Meyer joined the firm in 1982 and began his career constructing investment portfolios and managing client assets. By 1987, Tom took over the firm and while continuing to focus on providing clients with outstanding customer service, he began preparing the company for change. Tom also had the foresight to see the potential growth of alternative investment strategies in the Investment Company Act of 1940 structure and how this could provide significant benefits to individual investors while reducing investment risk. For his efforts, Financial Advisor Magazine featured Tom as their cover story for liquid, transparent alternative mutual funds. Tom also saw the benefits of adding passive investments (ETF’s) along with active managers to lower costs and provide more tax efficiencies to clients portfolios.
Tom has worked in financial services for 35 years specializing in portfolio management. Passionate when it comes to helping people solve their financial problems, Tom’s expertise includes his Accredited Investment Fiduciary (AIF®) designation and FINRA SERIES 66, not to mention a host of industry awards and accolades. Tom has achieved the “5 Star Advisor” rating with the Paladin Registry. He has also received the coveted Dalbar award. This prestigious seal is the voice of our existing clients and is awarded to financial professionals who have exceeded national benchmarks in the areas of trust, client satisfaction, quality of advice and financial results. Tom has been voted to the Barron’s “Top 100 Independent Advisors” list, Financial Times “FT 300 Top Registered Investment Advisors” and was recently ranked in the “Barron’s America’s Top 1200 Advisors” survey of over 4000 advisors. NABCAP voted Tom a “Premier Advisor” and awarded him the “Customer Service Star” in the Philadelphia Business Journal and he was named a “Five Star Professional” in Philadelphia Magazine.
Tom has served on the board of directors for the Ronald McDonald House of Southern New Jersey, the South Jersey Chapter of Spina Bifida, Charles Schwab Advisor Network and on "The Dividend Growth Fund", formally a publicly traded mutual fund. Always active in his community, Tom devoted over 13 years coaching the Medford NJ youth football, lacrosse, and baseball teams.
Tom is an avid sports fan who enjoys playing golf and loves working out at the gym. Business is his favorite topic, but Tom is also interested in politics and history. When away from work, Tom enjoys spending time at the beach with his wife and two sons.
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.
Specialties
- 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)
Ideal Clients
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Medical Professionals
- Sudden Money Situations
- Recently Divorced and Widowed
- Socially Conscious Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Flat Rate & Hourly Planning
- % of Assets Under Management
Professional Designations & Affiliations
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Thomas C. Meyer is a NAPFA Associate MemberThe 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.
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Thomas C. Meyer is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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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.
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Thomas C. Meyer is Quoted on Bloomberg
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Thomas C. Meyer is quoted in InvestmentNews
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Thomas C. Meyer is quoted in MarketWatch
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Thomas C. Meyer on Wharton Business Radio
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Thomas C. Meyer is a Five Star Award Winning Professional for 2020
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Thomas C. Meyer is Named by Barron's as One of America's Top 1,200 Financial Advisors
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FA 100: CNBC ranks the top-rated financial advisory firms of 2020 and Meyer Captial Group Makes the List
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Meyer Capital Group Names to Financial Times Top 300 Registered Investment Advisers in 2020
Contact Thomas C. Meyer
Office Locations:
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525 Route 73 North
Suite 312
Marlton, NJ 08053
