ABOUT DEB MEYER, CFP®, CPA, CEPA

My love for personal finance started young, even reading Money Magazine (for fun) in middle school. Nerdy, but true. When it was time to declare a major in college, I followed in my mother’s footsteps and chose accounting at Saint Louis University.

Deloitte Tax was my first full-time position out of college. I then shifted into wealth management and landed at Matter Family Office, serving families of significant financial wealth. 

With my husband Bryan’s support, I left the coveted 7-year wealth management position and started an accounting firm as a side hustle. I wanted to be there for our two young boys and experience the joys of parenthood firsthand.

We’ve navigated several life changes since – another son’s birth, the formation of WorthyNest®, a short stint living abroad in Spain, publishing Redefining Family Wealth, a cross-country move, and the launch of Beyond Budgets®. Our family values played into every decision.

Fast forward to today. With 20 years of experience advising families on personal finance and entrepreneurship concerns, client commonalities emerge: 

“We’re so caught up in the here and now, it’s hard to plan strategically for the future.”

“She handles the day-to-day cash flow, and I make big picture investing decisions. Other than that, we don’t discuss money.”

“I really want to retire early and be in a financial position where I don’t have to work full-time.”

In these examples, you yearn to do something different. But that takes courage as you follow an unknown path. WorthyNest® was created with this tension in mind.

I help parents save diligently, invest thoughtfully, and steward wisely by creating a holistic family financial plan.

DEB’S PROFESSIONAL BIO

Deborah L. Meyer, CPA/PFS, CFP® and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder of WorthyNest®, a fiduciary, fee-only wealth management firm that guides parents through important financial decisions using a values-based approach.

Deb is a Kiplinger contributor and has been featured in The Wall Street Journal, Forbes, and CNN Business among other online publications and podcasts. She is a 2019 CPA Practice Advisor “40 Under 40 Honoree”, received the 2018 AICPA Standing Ovation Award, and is a member of several professional associations. Deb lives in Florida with her husband Bryan and three sons.

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