Jennifer E. Myers, CFP<sup>&reg;</sup> - Financial Advisor

Jennifer E. Myers, CFP®

President

SageVest Wealth Management

1320 Old Chain Bridge Rd, Ste 250
McLean, VA 22101
FINANCIAL ADVISOR'S WEBSITE
(703) 992-7650 CONNECT WITH Jennifer
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General

Jennifer Myers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at SageVest Wealth Management in McLean, VA and the surrounding communities.

Financial Advisor Overview

Owner of SageVest Wealth Management.  Our services are specialized, but our objective is universal:  helping you secure your wealth potential.  We work with individuals, families and business owners, taking the time to understand your unique financial circumstances and objectives.  Our true wealth management approach integrates your investment management and financial planning needs under one roof, ensuring your decisions work in unison.  As an independent, fee-only firm, we proudly serve as a fiduciary, committed to placing your best interest at the helm of our recommendations.  Life is complicated, but your finances don’t have to be. 

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Financial Advisor Experience

20+ years as an independent, fee-only advisor

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Assets are typically held at Charles Schwab & Co.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Real Estate, Insurance, Job Loss, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources