Deborah Meyer

CPA, CFP®

WorthyNest

CEO and Founder

Deborah Meyer

CPA, CFP®

WorthyNest

CEO and Founder

As a family-focused fiduciary financial planner, you can rest assured that I am always working in your best interest. - Deborah Meyer, CPA, CFP®

Deborah Meyer, CPA, CFP(R) is a Saint Charles, MO financial advisor and investment manager that serves clients locally and nationally. WorthyNest specializes in comprehensive financial planning and investment management for faith-filled families. Deb Meyer is a fiduciary financial planner and mother of three boys.

Deborah Meyer, CPA, CFP(R), is a fee-only financial planner and investment advisor based in greater Saint Louis, Missouri who serves clients locally and nationally.  As CEO and founder of WorthyNest, Deb educates and empowers families to build long-term wealth.  She is a professional contributor to Kiplinger and Investopedia, and her financial advice has been featured by Yahoo Finance, Forbes, US News & World Report, The Huffington Post, and other major publications.  She is a proud member of: XY Planning NetworkNAPFAFee-Only Network, AICPA, Ellevate Network, and Brazen's Power Growth Group.  

Professionally, Deb's career began in public accounting at big 4 firm Deloitte upon graduating from Saint Louis University.  She assisted small business owners and families with tax compliance and consulting needs.  Then, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management.  In 2013, she resigned from Matter Family Office to spend more time with family.  Soon thereafter, Deb launched accounting firm SV CPA Services.  WorthyNest has been a labor of love, and she is so excited to be living out this calling!  Find Deb discussing family-minded finance on LinkedInFacebook, or Twitter.

Deborah Meyer's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

DO YOU EVER WONDER ...

HOW TO BRING CALM AND ORDER TO YOUR CHAOTIC LIFE?

HOW TO RAISE FINANCIALLY RESPONSIBLE CHILDREN?

IF YOU'RE SAVING ENOUGH FOR THE FUTURE?

 

Then you're in the right place.

AT WORTHYNEST, WE SPECIALIZE IN HELPING FAMILIES LIKE YOURS.

YOU ARE PULLED IN A MILLION DIFFERENT DIRECTIONS.

YOU WANT TO FOCUS ON RELATIONSHIPS WITH SPOUSES, CHILDREN, AND OTHER LOVED ONES.  YET THERE AREN'T ENOUGH HOURS IN THE DAY.  

YOU HAVE DAY-TO-DAY CASH FLOW UNDER CONTROL BUT FIND IT DIFFICULT TO ACHIEVE LONGER-TERM GOALS.  

YOU WANT TO MAKE THE WORLD A BETTER PLACE.

YOU'RE SEEKING HONEST, QUALITY GUIDANCE FROM A PROFESSIONAL WHO HAS ALWAYS HAS YOUR BEST INTEREST IN MIND.

 

WE ARE A FEE-ONLY FINANCIAL PLANNING FIRM.  

WE ALWAYS PUT YOUR BEST INTEREST FIRST.  

NO PRODUCT SALES OR COMMISSIONS.  

NO MINIMUM LEVEL OF ASSETS TO MANAGE.

WE OFFER UNBIASED, INTEGRATED FINANCIAL PLANNING ADVICE FOR FAITH-FILLED FAMILIES.

 

OUR MISSION:

TO EMPOWER AND EDUCATE YOUR FAMILY ABOUT FINANCE.  YOU ARE CAPABLE OF A BRIGHT FINANCIAL FUTURE, AND WE WANT TO HELP GET YOU THERE.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Fee-Only Financial Planning
  • Investment Management
  • Education Planning
  • Charitable Giving
  • Cash Flow
  • Tax Planning
  • Business Planning
  • Financial Review

Ideal Clients

  • Young Families
  • Entrepreneurs & Business Owners
  • Sudden Money Situations
  • Medical Professionals
  • Retirees and Near Retirees

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Monthly Retainer
  • % of Assets Under Management
  • Hourly Fee

Professional Designations & Affiliations

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

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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)
    Deborah Meyer is 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
    Deborah 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.

  • CPA - Certified Public Accountant
    Deborah Meyer is a Certified Public Account (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

Contact Deborah Meyer

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Office Locations:

  • By Appointment
    Saint Charles, MO 63302

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