Trevore Meyer

CFP® CKA®

Presence Financial

Founder and President

I can work with clients anywhere!

Trevore Meyer

CFP® CKA®

Presence Financial

Founder and President

To me, putting a client's interests ahead of my own is the only way to provide financial advice. So as a fiduciary advisor, that's exactly what I do! - Trevore Meyer, CFP® CKA®

Financial Planning + Investment Management...from Now to Eternity

Trevore Meyer is a fiduciary financial advisor in North Barrington, IL.

Presence Financial specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life.

As a fiduciary, Trevore Meyer has a sworn and legal obligation to put the interests of the client first, to provide unbiased and trustworthy financial advice.

I founded Presence Financial because I kept noticing how much financial planning advice is focused towards those looking for help nearing or in retirement. That’s great and all, but what about today?

  • What about being free from pesky student loan debt?
  • Adopting a child from another country?
  • Touring the world to see its beauty?

To me, those are just as important. I aim to help you prepare financially as you walk through whatever it is that God has for you. And it begins today.As your life continues to change, so do your plans. My goal is to build a lasting relationship with you—and a wise plan for you—so you’re financially poised.

I really believe that God wants us to live incredible, purposeful lives. My hope is that I can help you figure out what your incredible life looks like and how to help you save, spend and invest wisely, while also positioning you to give cheerfully and generously to the glory of God.

You lead a busy life. While you are confident you could go through and learn all the ins and outs of your financial life, you’d rather spend that time with your family, volunteering in your local community, or working on your growing career. Which is why you’re looking for someone to come alongside and guide you. To you, money is not the end goal; it’s only a tool. You’re more focused on your daughter’s upcoming dance performance than last quarter’s investment performance. Your neighbor’s loss of their spouse means more than the loss of an analyst’s favorable rating on that stock.

Presence Financial helps folks looking to change lives and love on others. For those looking to have a great and meaningful conversation about more than just your money, we’re here for you.

No two clients are the same and because of that, our services are customized for each client depending on their particular needs. They often fall within some range Financial Planning and Investment Management and most commonly a combination of both. Both Financial Planning and Investment Management are offered as separate services should you choose to do so.

Want to talk more about what might suit your situation the best? Give us a call!


WHAT IS A FIDUCIARY AND DOES IT MATTER?

In short, a fiduciary advisor is someone who puts their client’s interests ahead of all others, including their own. It means that whatever is recommended to you from a fiduciary advisor must be in your best interest at all times. It means that the advisor has a duty to thoroughly vet other reasonable options prior to providing their advice. Being aware of and communicating with you, any potential conflicts of interest, which may inhibit their advice is an additional requirement of fiduciaries. Trevore and Presence Financial will always act as a fiduciary for their clients.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Education Planning
  • Debt Management

Ideal Clients

  • Young Families
  • Christians
  • Entrepreneurs & Business Owners
  • Engineers
  • Sudden Money Situations

Working Together

  • Flexible Locations
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Trevore Meyer is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    Trevore Meyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Trevore Meyer is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Trevore Meyer

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Office Locations:

  • North Barrington, IL 60010

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