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Lillian Meyers

Lillian M. Meyers, CFP®, CDFA™, EA

Meyers Financial Services, Inc.

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670 W. Napa St. Ste C
Sonoma, CA 95476
Office: 707-935-1124
Fax: 707-935-7167


◄ Financial Advisor Helping Executive Women With Their Finances◄ Financial Advisor for Small Business Owners who want more from their Retirement Plans ◄Financial Advisor Helping Affluent Retirees ►

Lillian Meyers brings a rare combination of an experienced investment advisor and wealth planner along with expertise in tax minimization strategies. From analyzing a divorce settlement to planning for retirement, taxes have a significant impact on your wealth. Most financial advisors are not educated and trained in accounting and taxes and often overlook the cost of taxes on a portfolio.

Everything we do with money has a tax consequence, either good or bad.

Lillian Meyers began her career as an accountant. Today, in addition to her more than 30+ years of wealth management experience, is also an Enrolled Agent, 30 +years representing individuals in front of the IRS, and understands that optimizing wealth begins with an expertly designed tax management plan.

Lillian Meyers is a Registered Investment Advisor. Investment Advisory services are offered through Meyers Financial Services, Inc. a registered investment advisor.

Specialties: Retirement & Estate Planning, Taxation, Small Business Planning, Divorce Financial Analyst,

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Industry regulations prohibit endorsements or testimonials for Meyers Financial Services, Inc. dba Sonoma Valley Wealth Management or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm since they are strictly prohibited. Please understand that we are required to delete such posts since this is a regulatory requirement. Advisory services are offered by Meyers Financial Services, Inc. dba Sonoma Valley Wealth Management an Investment Advisor in the State of CA. Insurance products and services are offered through Meyers Financial Services, Inc., an affiliated company. Meyers Financial Services, Inc. dba Sonoma Valley Wealth Management and Meyers Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency and are not engaged in the practice of law.

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