Tony Myers, CFP®, CASL®, ChFC®, RICP®, WMCP®

Wealth Management Advisor

Serve, Inspire and Educate.

We serve, educate, and inspire success-driven financial business leaders and family-oriented business owners building the life of their dreams.

You need confidence in the direction and diversity of your assets, the means to attract and keep employees, and tax efficiency for a comfortable retirement or business leadership transfer - even if it’s a long way off. Of course, it can be frustrating figuring out where to even begin and the last thing you want is cookie-cutter financial advice.

Tony Myers Team

We're here to answer the questions you didn't even know you had, plan for the nuances of leading a business that can slip through the cracks, and make sure your money is doing exactly what it should be: working for you. Our 30 years of financial and business planning expertise means you don't have to worry about your future. And our diligent proactivity means you can focus on exactly what you need to in your present.


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As we Specialize in Helping Business Owners, we have a Focused Expertise in the Following:

BUY-SELL PLANNING

KEY PERSON PLANNING

GROUP EMPLOYEE BENEFITS

EXECUTIVE BENEFITS

EXIT PLANNING

VALUATION ANALYSIS

Learn how we can help business owners achieve their goals with our integrated approach to planning for every stage of the business.


The values we hold highest in our practice provide you with a client and advisor team relationship unlike any other.

We work with a network of specialists that have a wide range of expertise for your unique situation. Click here to learn more about how we can take your planning to the next level.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.