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About Us What We Offer Meeting Your Needs Our Approach
 

Personal Income Plan

Together, we will create a budget and determine where to allocate extra funds in order to work toward your unique financial goals.

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Three-Bucket Investment Strategy

We will help you build a portfolio with the goal of preserving existing assets and accumulating greater wealth that encompasses your short-, mid-, and long-term goals.

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Women and Wealth Community

Join other like-minded women for educational opportunities, events, and a safe space to discuss finance-related topics.

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Building a Goal-Oriented Financial Plan

Gretchen Meyer. Photo by Colleen Ingerto.Hi there! I’m Gretchen, a NY-based financial consultant who specializes in helping women of all ages work toward their financial goals. I founded Gretchen Meyer Financial because I understand that many women feel intimidated or uneducated about their financial matters, and consequently, they often don’t seek the professional help they need to pursue the lifestyle they want. In addition, they often think they don’t have enough money saved to benefit from a financial planner or they falsely believe it costs too much to hire someone like me or a member of my team.

Our practice is dedicated to helping these women understand their options and learn about financial planning in a down-to-earth, accessible way so that they feel empowered and in control of their family’s well-being. Whether they are preparing for retirement, starting a college savings fund, or becoming financially independent, our advice focuses on building our clients’ confidence around financial matters and on working toward their unique financial goals, one step at a time.

Since its inception, Gretchen Meyer Financial has experienced tremendous success and growth. GMF is a boutique agency dedicated to serving its clients, servicing $80 million+ in brokerage and advisory assets through LPL Financial.

My team and I understand how challenging – and sometimes emotional – the topic of personal finance can be for many people. We focus on developing warm and trusting relationships with our clients while guiding them through the wealth management and investment process.

Our brand promise is simple: We'll keep you on track towards your goals of financial independence, and we'll keep it fun.

The core values at Gretchen Meyer Financial aren't just lip-service. We live and breathe these core values -- not just with our clients, but inwards with our team.

We hustle.
We lean in and listen.
We collaborate and celebrate.
We set the bar high - really high.
We pause to learn.

If you’re ready to get started, request a free discovery session with a member of our team so we can begin a dialogue. We look forward to helping you pursue your goals and to creating the life you’ve always wanted.

Helpful Content

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A Look at Systematic Withdrawals

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How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Contributing to an IRA?

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Determine if you are eligible to contribute to a traditional or Roth IRA.

 

All Muni Bonds Are Not Created Equal

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Purchasing homeowners insurance is critical for protecting your home.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your capital gains tax.

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A Look at Systematic Withdrawals

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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5 Smart Investing Principles

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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