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Mission Statement

At Myers DeWitt, we have an investor first philosophy.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you find solutions to these challenges.

We are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our mission is to provide clients with investment advice and suitable asset allocation which promotes clarity and direction to the financial planning and investment process in order to achieve the clients financial and life goals.