Timothy McGeeney

AIF®, CFS®

Meyer Capital Group

VP/ Senior Portfolio Manager

Timothy McGeeney

AIF®, CFS®

Meyer Capital Group

VP/ Senior 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. - Timothy McGeeney, AIF®, CFS®

100% Fiduciary + 100% of the Time = Your Interest Before Ours

Timothy McGeeney 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, Timothy McGeeney has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.

Timothy J. McGeeney is a Vice President and Senior Portfolio Manager that joined Meyer Capital Group in 2002. He leads the Investment Committee that is responsible for transforming research and the firms due-diligence process into actionable investment strategies. Tim also maintains several key client relationships and writes the MCG blog.

He has spent more than 20 years working in the finance industry with a focus on portfolio management and servicing high-net wealth clients. Prior to joining MCG, he worked at Morgan Stanley and Paine Webber as a portfolio manager. His work experience also includes five years as an Operations Manager and Financial Officer with a general contracting firm.

Tim is inspired by the everchanging economic and investment landscapes and is motivated to evolve with the industry. As a result, he has earned the right to call himself a Certified Funds Specialist (CFS®) and an Accredited Investment Fiduciary (AIF®) from Fiduciary 360, an organization which promotes a culture of fiduciary responsibility and improves the decision-making processes of investment fiduciaries. He also holds a FINRA Series 66 license.

He graduated from Loyola University with a Bachelor of Arts in Finance and led the Varsity Lacrosse Team as Captain and three time All-American. He has also been inducted into the Loyola Hall of Fame for setting many of the school records and played Major League Lacrosse as a goaltender with the Baltimore Bayhawks – a team that won the MLL championship in 2002.

When Tim isn’t in his office reading about the markets and developing portfolio allocations, he’s usually working out, spending time with his wife and two children or sharing his love for lacrosse by coaching and mentoring student-athletes of all ages.

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)
    Timothy McGeeney is a NAPFA Associate 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.

  • Accredited Investment Fiduciary®
    Timothy McGeeney 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.

  • Independent Registered Investment Advisor (RIA)
    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.

  • Certified Fund Specialist (CFS)
    Timothy McGeeney is a Certified Fund Specialist® (CFS®)

    A Certified Fund Specialist (CFS) is a certification indicating an individual's expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.

Contact Timothy McGeeney

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Office Locations:

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

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