about our founder
CEO AND CCO
- Certified Public Accountant since 2005
- Certified Financial Planner™ since 2010
- Married to Bryan
- Mom to 3 awesome, energetic boys
- Enjoys family time, reading, and fitness
Deborah Meyer, CPA, CFP(R), is a fee-only financial planner and investment advisor based in greater Saint Louis, Missouri who serves clients nationally. As CEO and founder of WorthyNest, Deb educates and empowers families to build long-term wealth. She is a professional contributor to Kiplinger and Investopedia, and her financial advice has been featured by Yahoo Finance, Forbes, US News & World Report, The Huffington Post, and other major publications. She is a proud member of: XY Planning Network, NAPFA, Fee-Only Network, AICPA, Ellevate Network, and Brazen's Power Growth Group.
Professionally, Deb's career began in public accounting at big 4 firm Deloitte upon graduating from Saint Louis University. She assisted small business owners and families with tax compliance and consulting needs. Thereafter, Deb worked for nearly seven years at Matter Family Office, serving families of significant wealth in three main areas: family education and governance, investment planning, and wealth management. In 2013, she resigned from Matter Family Office to spend more time with family. Soon thereafter, Deb launched accounting firm SV CPA Services. WorthyNest has been a labor of love, and she is so excited to be living out this calling! Find Deb discussing family-minded finance on LinkedIn, Facebook, or Twitter.
the personal side
Your family is worthy of a bright financial future, and I want to help get you there! Here are some of my roles: mother of three young boys, wife of Bryan, faith-believer, business owner, lover of all things Spanish, and bona fide numbers geek.
One certain thing in life is change, and life events can have a big impact on this evolution. Upon graduating from Saint Louis University in 2004, my career prospects were great. I had the privilege of working in client-facing roles at Deloitte and Matter Family Office for several years; yet my perspective changed as our family expanded. Long commutes, mom guilt, and minimal family time wore on me. Kids are only young once, and I want to be there for the moments that count. Entrepreneurship affords me the flexibility to pursue professional and personal goals, simultaneously. Do you share a similar mindset? If so, I’d love to talk with you.
As a fee-only fiduciary, my clients’ best interests always come first. WorthyNest is a safe space for families to reflect on their financial and life history, values, and goals. You will probably enjoy working with me if you share some of these characteristics:
-Family-minded: cares about family’s wellbeing and struggles with prioritizing it all
-Faithful: walks by faith, not by sight
-Generous: desires to lead a life of significance, thoughtfully enriching the lives of others through time, talent, and treasure
-Opportunistic: embraces change if it opens the door to a brighter future
-Relationship-oriented: values a long-term, trusted relationship with a professional advisor who truly cares
WorthyNest offers quality, affordable financial planning and investment guidance for families — regardless of asset level. In my opinion, your worth cannot be defined by a number in the balance sheet. My speciality? Helping family-minded entrepreneurs explore the intricacies between business and personal finance. But there is also a special place in my heart for any family wanting to build and sustain long-term wealth.
Our single focus at WorthyNest is to empower and educate your family about finance. We walk alongside you through the challenging decisions, offering unbiased guidance to move you forward.
We partner with world-class institutions and associations to deliver ongoing, integrated financial planning and investment advice that is customized to your family's needs.
want To find out more about WorthyNest?
SERVICES describes the ongoing financial planning and investment management offerings
WHO WE SERVE provides some typical client profiles
FAQ answers your other pressing questions
Still yearning for additional info? Look no further than the WN BLOG. Education and empowerment are critical, so Deb's heart and soul go into each self-published blog post.
Or reach out directly ... see the CONTACT page for details.