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.Learn More
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.Learn More
Women and Wealth Community
Join other like-minded women for educational opportunities, events, and a safe space to discuss finance-related topics.Learn More
Building a Goal-Oriented Financial Plan
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 millions 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 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.
What Our Clients Say
"Going through a financial planning process with GMF was very important to my husband and I. We wanted to understand all the options for ensuring a successful retirement. The process Gretchen took us through incorporated all of our financial considerations and allowed us to look at several different scenarios for retirement. We are now able to understand the various options and plan accordingly. With just a few years until retirement, we have the confidence in what we need to do financially to have a great rest of our lives. Thanks, Gretchen and team for leading us through this valuable exercise!"
— Suzanne G.
"When I started working with Gretchen on my investment strategy, “retirement” seemed a long way off and something I didn’t think was going to be an option for me. Making the decision to go ahead and work with the team at GMF on my Retirement Plan has given me action steps, options and more confidence in my ability to manage whatever comes next. My only regret is that I didn’t do it sooner."
— Michelle M.
"The thought of planning my financial future used to feel so overwhelming to me, but working with Gretchen Meyer Financial has put my mind at ease! Gretchen’s warm and friendly demeanor is so welcoming. She works alongside her clients as a partner and friend. I was so impressed with how Gretchen and her team always take the extra time to educate, answer questions, and listen to my needs. They truly go above and beyond to ensure a seamless journey to financial security. With Gretchen overseeing my financial future, I'm at peace knowing that someone truly dedicated is watching out for me. Her clear explanations, proactive approach, and unwavering support have made a world of difference. I am truly grateful to have Gretchen in my corner."
— Danielle V.
"Working with Gretchen and her team has helped our family establish a concrete foundation to understand if our financial means can help us to realize our life goals. Thanks to Gretchen’s patience and persistence, we now have a financial plan in place that allows us to adjust or evolve our plan to fit our family needs as our lives get more complicated."
— Kim Q.
This statement is a testimonial by a client of the financial professional as of 11/14/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial
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Taking your Social Security benefits at the right time may help maximize your benefit.
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