Thomas P. Meyer

Meyer Capital Group

Portfolio Manager

Thomas P. Meyer

Meyer Capital Group

Portfolio Manager

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 P. Meyer

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 to help clients plan, grow and protect their assets through all stages of life. 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 P Meyer works as a junior portfolio manager at Meyer Capital Group.  He is a recent graduate of Seton Hall University with a Bachelor’s of Science degree in Finance from the Stillman School of Business.  Over the course of his academic career Thomas was named to the dean’s list, and has won leadership awards for teamwork from the Stillman School of Business, and has also held leadership positions within his fraternity.

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

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Flat Rate & Hourly Planning
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Meyer Capital Group is a NAPFA Corporate Member

    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.

  • Independent Registered Investment Advisor (RIA)
    Meyer Capital Group 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 Thomas P. Meyer

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Office Locations:

  • 5 Greentree Center
    525 Route 73 North Suite 312
    Marlton, NJ 08053

Donald L. Kingett and Thomas C. Meyer - Financial Planning

Published on Sep 14, 2015

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

Published on Nov 1, 2016

Laura Adams interviews Tom Meyer

What you need to know when hiring a financial advisor

Published on Oct 6, 2016

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

Published on May 2, 2017

Tom Meyer on Wharton Business Radio, Your Money with Kent Smetters.

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