about our founder

DEBORAH L. MEYER, CPA/PFS, CFP®

CEO AND CCO

  • Certified Public Accountant since 2005
  • Certified Financial Planner since 2010
  • Married to Bryan for 10 years
  • Mom to 3 awesome, energetic boys
  • Enjoys family time, reading, and fitness 
Deb bio pic.jpg

I help clients navigate the financial complexities of their lives. I’m passionate about serving clients in a thoughtful, proactive way. Clients appreciate my level of attention to detail and grasp of the broader picture. We discuss their hopes and dreams along with challenges and struggles. When we first begin working together, we focus on the biggest pain point. Eventually, we move onto other facets of financial planning they didn’t even know existed.

Wife. Mother. Daughter. Sister.

I recognize that clients have different roles. As we progress through life, one role may take priority over another. New facets of our personality emerge. Priorities change. And that metamorphosis is beautiful. 

Experienced.  Educated.

I bring a depth of experience, dealing directly with families from every generation and ones of varying financial net worth. I care deeply about long-term relationships and setting my clients up for success. I only accept clients who can benefit from my services in a meaningful way. Several years as both a CPA and CFP® professional enable me to guide clients through both personal and business matters. 

Advice-centric.  Fee-Only.

As a fee-only fiduciary advisor, I put clients’ best interests first always. No product sales or personal incentives to recommend a third-party vendor. My family’s investment assets are held at the same financial institution as my investment management clients.

Compassionate.  Caring. 

My time at Saint Louis University was formative. The seeds of servant-leadership were planted. My appreciation for other cultures and ways of life emerged through a four-month study abroad program in Madrid. 

Faith. Family. Finance.

The intermingling of these three concepts is transparent in all work of WorthyNest®. Clients typically believe in God and often prioritize family over other pursuits. They take comfort having a trustworthy advisor review important financial decisions and proactively discuss goals. 

Enough about me. If this biography and the WorthyNest® brand resonates with you, please review the Services and FAQ sections of the website. Interested in working together? Schedule a complimentary, introductory meeting here.

 

professional bio

Deborah Meyer, CPA/PFS, 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 helps faith-filled families build long-term wealth. She is a 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, and the AICPA.  

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 LinkedInFacebook, or Twitter.  

SEE DEB'S media mentions HERE


professional associations


Our single focus at WorthyNest® is to empower your family towards great financial decisions.  We walk alongside you through the challenging times, offering unbiased guidance to move you forward.

We partner with exceptional 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 our tiered financial planning models

WHO WE SERVE provides some typical client profiles  

FAQ answers your other pressing questions

Still yearning for additional info?  Look no further than our 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.


the only way to do great work is to love what you do
— Steve Jobs