Our focus at WorthyNest® is to help your family build wealth in a way that aligns with your values. We walk alongside you through uncertain times, offering conflict-free advice and accountability. 

 

about owner

DEBORAH L. MEYER, CPA/PFS, CFP®

  • CPA since 2005
  • Certified Financial Planner since 2010
  • Married to Bryan for 11 years
  • Mom to 3 awesome, energetic boys
  • Enjoys family time, travel, reading, and fitness 
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Hi, I’m Deb Meyer. My passion is helping Christian parents build wealth in a way that aligns with their values. WorthyNest® was created in 2016 as a space safe for families to share their concerns about a traditionally taboo subject … money.

You know how intelligence is both biological and environment? It’s the same with money. You may have a genetic predisposition to spend, save, or share. But your surroundings as a child also shaped your attitude.

Did your family live paycheck to paycheck, or did it seem like there was always plenty of money to go around? 

How soon did you work for pay? What was your motivation? Was it financial necessity, a desire to save, or prodding by your parents?

Did your spouse have a different upbringing? Do you find it difficult to communicate about money? Perhaps one of you takes control of finances and the other isn’t interested?

As a married couple, you should both know what is happening. Awareness is the first step. Then, come together and decide on joint financial goals. Next, test them and find out if you're likely to succeed. Finally, evaluate progress.

That’s financial planning in a nutshell. It’s where money and values meet.  

Or maybe communication isn’t your problem. Instead, your hard work has been financially rewarding. You want to responsibly manage wealth and do so in a way that aligns with your Christian values. You are thinking about the legacy you’ll leave for kids and grandkids.

That’s where I come in. I’m a trusted, fee-only advisor who always has your best interest in mind. I bridge the gap between where you are now and where you want to be. If you’d like to discuss your personal situation, please schedule a complimentary intro meeting here or call me at (636) 344-0415. For clients living outside of greater St. Louis, we can meet virtually.

professional bio

Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner and investment advisor located in Saint Charles, MO who serves clients nationally. As the owner of WorthyNest®, Deb helps Christian parents build wealth in a way that aligns with their values. She is a contributor to Kiplinger and Investopedia, and her financial advice has been featured by Forbes, US News & World Report, Yahoo Finance, and other major publications. Deb is a 2018 recipient of the AICPA's Standing Ovation award and is a proud member of: NAPFA, Fee-Only Network, and XY Planning Network.

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


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ABOUT WEALTH MANAGER

MARTY BROWN

  • Investment advisor since 2002
  • Happily married to Katie
  • Dad of 3 wonderful boys
  • Enjoys time with family, sports, and volunteering

 

 

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. Deb Meyer is thrilled to have Marty on the WorthyNest team because of his commitment to clients and high ideals. Outside of the office, Marty coaches his sons’ sports teams, volunteers at his church, and enjoys quality time with his wife Katie. 


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want To find out more about WorthyNest®?  

 

BLOG is an educational resource. Deb Meyer's heart and soul go into each biweekly post.  

WHO WE SERVE highlights some typical client profiles

WHAT WE DO offers insight into the problems we help solve

SERVICES describes our concierge and financial planning service models

FAQ answers your other possible questions

Or reach out directly ... visit the CONTACT page


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