Winston Meyer, CFP®, EA


Who makes up your family? I am fortunate to share my life with my wife, Allie, and our daughter Olivia.  Excitingly, we are eagerly anticipating the arrival of another daughter who is on the way.

What do you enjoy most about your work? I find satisfaction in helping individuals navigate their financial journeys and witnessing the positive impact sound financial planning can have on their lives. The ability to provide clarity, security, and peace of mind is truly rewarding.

What expertise do you bring to clients? As a CERTIFIED FINANCIAL PLANNER and Enrolled Agent, I bring a comprehensive understanding of the financial landscape. My expertise lies in tailoring strategies to individual goals, whether it is retirement planning, tax planning, wealth accumulation, or risk management.

What is your idea of serious freedom? Serious freedom, to me, extends beyond financial success—it encompasses the ability to live life on one's own terms. It's about having the financial stability to pursue passions, spend quality time with loved ones, and contribute meaningfully to the community. True freedom is the confidence that comes from a well-crafted financial plan, allowing individuals to weather life's uncertainties and seize opportunities with peace of mind. It's not just about the numbers; it's about enabling clients to enjoy a life rich in experiences, choices, and the freedom to savor the moments that matter most.

Additional information about Winston is available on the SEC website at


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