Broker Check

Products and Services


Myers DeWitt provides the following services:

  • Financial Planning and asset management
  • Identify client risk tolerances and loss aversion
  • Provide portfolio allocations that are suitable to the clients risk tolerance
  • Identify financial planning needs in areas of living and irrevocable trust planning, health considerations, and legacy and philanthropic desires
  • Monitor the overall plan and rebalance assets as needed


We provide solutions in the following areas:


  • Laddered Bonds Strategies 
  • Common Stocks and Analysis
  • Trusts
  • Educational IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Inherited IRAs
  • Brokerage Accounts
  • Treasury Bills
  • Treasury Notes
  • Annuities for Guaranteed Income

Financial Planning  

  • Financial Retirement Plans
  • Tax Planning
  • College 529 Plans
  • Estate and Legacy Planning


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance