Founder and President
Hi, I'm Trevore...
I grew up in Maryland, went to college at Virginia Tech (Go Hokies!), and on a summer road trip discovered the windy city of Chicago. I still recall thinking, "Hey, I could live here!", despite not knowing anyone and not yet experiencing winter here. I ended up moving here and started working for another fee-only Registered Investment Advisor, earning my Certified Financial Planner TM (CFP®) designation in 2012. I married my wife, Courtney in 2014, and we just welcomed our first child, Beau earlier this year.
I love being a financial planner because I get an opportunity to witness the freedom and life change my clients experience and also join with them to celebrate their milestones along the way.
Trevore Meyer's fiduciary obligation is governed by:
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. We won’t be a great fit for everyone and that’s okay! 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. That said, 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.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Financial Planning
- Retirement Planning
- Investment Management
- Education Planning
- Debt Management
- Young Families
- Entrepreneurs & Business Owners
- Sudden Money Situations
- Flexible Locations
- Virtual Meetings
- No-Cost Initial Consultation
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Trevore 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.
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.
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.
Trevore Meyer is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Trevore Meyer
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