Your Dedicated Wealth Management Firm
We Serve You
Meyer Financial Services was founded with the goal of providing our clients with the highest quality investment and planning services. We help our clients create stability and confidence through financial independence.
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Our business philosophy
We believe it’s important to have a clear picture before you can focus on how all the pieces of your financial life fit together. We spend time working on your vision and then design a strategy to meet your goals and expectations.
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What can we do for you?
As an independent financial advisory firm, we offer many options that clients might not otherwise have. We represent more than one company, which means more product choices for you. Using the strength that comes with choice creates an advantage. After we design a strategy, we’ll source the products best suited for your goals. We have learned that the fastest way to help you create a workable plan is to focus on smart retirement strategies, not aggressive investment selection.
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Why Meyer Financial Services?
There are roughly 130,000 financial advisors in the United States. Why choose us? We will make sure you’re informed about your investments and how your money is managed.
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We make the complex simple.
As your dedicated advisor, we’re focused on adding convenience, transparency and simplicity to your life. Whether you’re investing hundreds or millions of dollars, we’re about more than just results—we’re about helping you understand where those results came from and why we chose the strategy we did. If you want to know exactly what’s happening with your money, schedule an appointment today and we will demystify the investment process.
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We will be your accountability partner.
If you’re spending too much or not saving enough to stay on course to reach for your goals, we will make sure you know it—and encourage you to get back on track.
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We are here to guide you through anything and everything.
We’re not just a financial advisory firm. Thinking about a career change? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion—and we might have a few ideas of our own.
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We will advocate for your best interests.
We don’t just take you from one item to the next. We identify and communicate what should take priority and guide you each step of the way. In other words, we don’t just give you the pieces, we’ll help you put it all together to complete your vision.
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Why work with a fiduciary financial advisor?
A fiduciary financial advisor is a financial advisor who is legally bound to always conduct their work in the client’s best interest—not any other person or entity. When a client chooses to work with an advisor who abides by this duty, they can be assured that the advisor has a duty of trust and loyalty to the client. At Meyer Financial, we are proud say that we are a fiduciary firm and always act in our client’s best interest.
Meet Ted Meyer III, CAS®
As an advisor, Ted loves helping people explore their dreams and create strategies to help them fulfill their goals. He is passionate about helping his clients improve their quality of life and enjoys the intellectual challenge of financial planning.

A college golfer and a graduate of Northern Illinois University, Ted joined the financial services industry more than 20 years ago as a financial advisor. He developed advanced skills in helping clients protect their finances and loved ones from risk, but he wanted the freedom to build customized financial strategies for his clients. Ted founded Meyer Financial Services in 2006 to put into practice his philosophy of objective, independent financial advice with superb service.
Ted holds his Series 65 securities license and is an Investment Advisor Representative. This allows him to provide financial and investment advice, as well as personally manage investments portfolios. As a fiduciary advisor, he is required to always do what is in the best interest of his clients. He is a Certified Annuity Specialist (CAS®) is also a current member of the National Association of Insurance and Financial Advisors (NAIFA).
A native of Chicago, he and his wife of over 25 years Stacey, reside in Scottsdale with their children, Joseph and Ella, and their dog Max. When he is not with them you can find him on the golf course, hiking, or volunteering with the Knights of Columbus Council #12313.
Financial Advisor & Fiduciary
Your Future. Our Unbiased Guidance.
At Meyer Financial Services, we value honesty, integrity and dedication in our client relationships. We are an independent firm and are not limited to specific products or carriers when making recommendations. We search the marketplace and find what’s most suitable for each client scenario. As fiduciaries, we are bound by ethical standards to always work in the best interest of each client. We have worked with the following financial companies:
Strategic Partners
Meyer Financial Services partners with CreativeOne to provide cutting-edge financial strategies to meet the diverse wealth management needs of our clients.
Matt Heimann
Director of Asset Management
Micah Skebo
Financial Analyst
Jack O’Brien
Internal Analyst
Giving Back to Our Community
Meyer Financial Services passionately believes in giving back to our community and supporting those in need. We donate our time and resources to these charities and organizations and invite you to do the same if you have the means. When we come together, we can lift each other up and give others hope when they need it most.
Ready to start a conversation?
Contact us to schedule a complimentary, no-obligation consultation.
Phone:
Address:
Gainey Ranch Financial Center
7373 E. Doubletree Ranch Rd.
Suite 200
Scottsdale, AZ 85258
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Schedule Your Consultation
Advisory services offered through CreativeOne Wealth, LLC. Meyer Financial Services and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.