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 parents build wealth without compromising their values, and I’ve developed technical expertise in college funding, charitable giving, entrepreneurship, and tax saving 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, will be available for pre-sale starting Friday 5/17/19. Learn more about the book at my other website, Redefining Family Wealth.
Deborah Meyer, CPA/PFS, CFP®, is a fee-only financial planner, investment advisor, and the proud owner of WorthyNest®. Deb is a contributor to Kiplinger and Investopedia, and her financial advice has been featured by the Wall Street Journal, Forbes, CNN Business, US News & World Report, Yahoo Finance, and other major publications. She received the 2018 AICPA Standing Ovation award and participates in NAPFA, Fee-Only Network, and XY Planning Network.
Deb graduated from Saint Louis University in 2004 and started work as a tax associate at big 4 public accounting firm Deloitte. 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. She launched accounting firm SV CPA Services in 2014 and WorthyNest® in late 2016. You can find Deb discussing family-minded finance on LinkedIn, Facebook, or Twitter.
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.