Our focus at WorthyNest® is to help your family build wealth in a way that aligns with your values. We walk alongside you, offering conflict-free advice and accountability.
about owner and advisor
CPA since 2005
Certified Financial Planner™ since 2010
Married to Bryan for 11 years
Mom of 3 awesome, energetic boys
Enjoys family time, travel, reading, and fitness
Hi, I’m Deb Meyer. My passion is helping Christian parents build wealth without compromising their values, and I’ve developed technical expertise in college funding, charitable giving, entrepreneurship, and tax strategies. This video from the Advisor Thought Leadership Summit describes the deeper “why” behind my firm WorthyNest®. Do you prefer to read? My first book, Redefining Family Wealth: A Parent’s Guide to Purposeful Living, is now available for sale. Let’s redefine what it means to be wealthy.
Deborah L. Meyer, CPA/PFS and CFP®, is a fee-only financial planner and the author of Redefining Family Wealth: A Parent’s Guide to Purposeful Living. Deborah is also the owner of WorthyNest®, an independent advisory firm dedicated to helping parents build wealth. She is Saint Louis University’s School of Business 2019 Distinguished Young Alumni and a recipient of the 2018 AICPA Standing Ovation Award for Personal Financial Planning. Deborah has been featured in The Wall Street Journal, Forbes, Yahoo! Finance and CNN Business and is a regular contributor to Kiplinger. Outside of work, Deborah spends time with her husband Bryan and three sons.
ABOUT WEALTH MANAGER
Investment advisor since 2002
Happily married to Katie
Dad of 3 wonderful boys
Enjoys time with family, sports, and volunteering
Lives in Washington, MO
Marty’s professional summary is best illustrated using an abbreviated version of the foreword he wrote for the book Playing the Winner's Game by Larry Swedroe:
“The year was 2001. I was fresh out of college with a small sample of work experience, but had plenty of desire. I landed a job with a subsidiary of a major investment and insurance firm. It seemed too good to be true. It was.
I quickly realized I was not hired because of my finance degree, my qualifications, or any other attributes. I was hired to sell. More specifically, I was hired to sell the investment products that made the most money for my firm, my boss and me. What about the clients? We were selling them advice and products based on what was suitable for their needs. Let me repeat that. Suitable. Not what was most appropriate.
After three long months and many sleepless nights, I quit my sales job in search of a better way. I discovered the world of evidence-based investing, prudent advice and most importantly a business culture of putting the interest of clients ahead of my own. This concept of client care is known as fiduciary duty. The highest legal obligation a professional can owe a client. It is a far cry from the aforementioned suitability rule.”
Marty Brown is a dedicated, fee-only investment advisor who puts his clients’ interest first at all times. Upon graduating with a Bachelors in Finance from Southeast Missouri State University, he spent a few months on the “sales” side of financial services before transitioning to Buckingham Strategic Wealth. After nearly nine years at Buckingham, Marty worked as an independent advisor at other St. Louis-area investment advisory firms before joining the WorthyNest® team in July 2018. Outside of the office, Marty coaches his sons’ sports teams, volunteers at church, and enjoys quality time with his wife Katie.
Investment Advisor since 2016
Married to Annie for 3 years
Dad to 1 rambunctious boy
Most weekends you can find him hiking in the Great Smoky Mountains and spending time with family
Lives in Knoxville, TN
Matthew McDaniel is a fee only financial planner who takes his fiduciary duty seriously. After working in supply chain management for companies such as Amazon.com, Matthew transitioned his talents to the world of financial planning by becoming a registered investment advisor in 2016.
Matthew joined the WorthyNest® team in July 2019 to support Deborah and Marty in any way possible.
Outside of the office, Matthew spends time chasing his 2 year old son around and exploring the East Tennessee area with his family. He and his wife lead a young adult group in their local church.