Jennifer E. Myers

CFP®
Personal Finance, Investing, Small Business
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“Jennifer Myers is dedicated to helping her clients make smarter financial decisions, and to ultimately enhancing their connections to their wealth in meaningful ways.”
Firm:

SageVest Wealth Management

Job Title:

President

Biography:

With two decades of experience in the financial industry, Jennifer E. Myers CFP®, works with clients to help them fulfill their life and family goals, while translating complex financial matters into understandable, manageable and successful strategies. She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.

Jennifer has repeatedly been named as a Top Fee-Only Advisor by The Washingtonian and Northern Virginia Magazine, and as a Five Star Wealth Manager by Five Star Professionals. She has also been quoted in The Washington Post, The Journal of Financial Planning, US News and World Report, and on CNN Money and NPR’s ‘Marketplace’. She has written articles for the Washington, D.C. Estate Planning Council and has spoken on a variety of financial planning topics ranging from broad planning initiatives to more discrete topics such as wealth transfer planning, financial values, children and money, and women’s financial planning considerations.

Her professional affiliations include membership in the Financial Planning Association, the Washington Women’s Leader Initiative, and the Washington, DC Estate Planning Council, of which she previously served as an officer and director, among other positions within the Council. In the community, she is a member of the Women’s Business Giving Circle at the Community Foundation for Northern Virginia, and previously tutored inner-city children at Project Northstar.

Prior to establishing SageVest, Jennifer served as partner and vice president of Freed Myers, a wealth management firm in Chevy Chase, Maryland. Jennifer received her Bachelors in Business Administration (BBA) and Masters in Business Administration (MBA) from The George Washington University. She also received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.

Education:

BBA, The George Washington University
MBA, The George Washingon University

Assets Under Management:

$140 million

Fee Structure:

Fee-Only

Disclaimer:

The information contained herein is obtained from sources believed to be reliable, but its accuracy or completeness is not guaranteed. This article is for informational purposes only. The views expressed are those of SageVest Wealth Management and should not be construed as investment advice. All expressions of opinions are subject to change and past performance is no guarantee of future results. SageVest Wealth Management does not render legal, tax, or accounting services. Accordingly, you, your attorneys and your accountants are ultimately responsible for determining the legal, tax and accounting consequences of any suggestions offered herein.

In accordance with IRS CIRCULAR 230, we inform you that any U.S. Federal tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used by a taxpayer, for the purpose of (a) avoiding penalties under the Internal Revenue Code or that may otherwise be imposed on the taxpayer by any government taxing authority or agency, or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

The provision of a link to any third party website does not mean that SageVest endorses that website. If you visit any website via a link provided here, you do so at your own risk and imdenify SageVest from any loss or damage incurred.

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