Who We Are
As your wealth management team, we pledge to: Spend time understanding your financial concerns. Work with you to create a customized plan tailored to fit your unique needs. Guide you through changes to your plan, as your needs change.Make appropriate investment recommendations.Review your performance relative to your financial goals.Provide you with current research and fresh ideas. We promise to manage your investments through all stages of life.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
2022 Holiday Giving
Please join Meyer LePrell Wealth Advisors in supporting The Factory Market at The Factory Ministries.
Holiday Charity Drive 2019
In the spirit of the holiday season, we are inviting you to partner with us in providing various items for these organizations.
2018 Holiday Donation Drive
During the holiday season, we’re asking you to partner with us again in 2018 in providing various items for these organizations.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.