Brendan G Meyer, CFP®

Financial Advisor

Most people have insurance. Most people have investments. Most people have goals for themselves and their family.

Few people have a plan to coordinate all 3.

I believe true financial security is a feeling of confidence. A financial plan is simply the road map to each individual’s version of financial security.

I find my clients are busy trying to balance their personal and professional lives and often don't have the time to focus on their financial affairs. I work with successful business owners and professionals to coordinate a well rounded financial plan to ensure success regardless of the ups and downs that pop up along the way.

 

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck