Wharton Business Radio

Your Money: November 6, 2018

Host Kent Smetters is joined by Tom Meyer AIF (Chief Executive Officer, Meyer Capital Group), Evan Levine (Founder, President, Complete Advisors), and Eric Roberge (Founder, Beyond Your Hammock) on the Tuesday, November 6, 2018 edition of Your Money.

Air Date: Tuesday, November 6, 2018 on SiriusXM 132

Hosted By

Evan Levine

Air Time: 5:00 pm
Featuring: Evan Levine

Tom Meyer

Air Time: 5:30 pm
Featuring: Tom Meyer AIF

Eric Roberge

Air Time: 6:30 pm
Featuring: Eric Roberge

Featured Guests

Tom Meyer AIF

Chief Executive Officer, Meyer Capital Group

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Thomas C. Meyer is the Chief Executive Officer for Meyer Capital Group, a fee-only investment management and financial planning firm dedicated to helping their clients build wealth through a consistent, disciplined investment process. Tom learned from his grandfather who founded the firm in 1963. He was a fee-only fiduciary more than fifty years ago, truly a pioneer.

Tom Meyer joined the firm in 1982 and began his career constructing investment portfolios and managing client assets. By 1987, Tom took over the firm and while continuing to focus on providing clients with outstanding customer service, he began preparing the company for change. Tom also had the foresight to see the potential growth of alternative investment strategies in the Investment Company Act of 1940 structure and how this could provide significant benefits to individual investors while reducing investment risk. For his efforts, Financial Advisor Magazine featured Tom as their cover story for liquid, transparent alternative mutual funds. Tom also saw the benefits of adding passive investments (ETF’s) along with active managers to lower costs and provide more tax efficiencies to clients portfolios.

Tom has worked in financial services for 35 years specializing in portfolio management. Passionate when it comes to helping people solve their financial problems, Tom’s expertise includes his Accredited Investment Fiduciary (AIF®) designation and FINRA SERIES 66, not to mention a host of industry awards and accolades. Tom has achieved the “5 Star Advisor” rating with the Paladin Registry. He has also received the coveted Dalbar award. This prestigious seal is the voice of our existing clients and is awarded to financial professionals who have exceeded national benchmarks in the areas of trust, client satisfaction, quality of advice and financial results. Tom has been voted to the Barron’s “Top 100 Independent Advisors” list, Financial Times “FT 300 Top Registered Investment Advisors” and was recently ranked in the “Barron’s America’s Top 1200 Advisors” survey of over 4000 advisors. NABCAP voted Tom a “Premier Advisor” and awarded him the “Customer Service Star” in the Philadelphia Business Journal and he was named a “Five Star Professional” in Philadelphia Magazine.

Tom has served on the board of directors for the Ronald McDonald House of Southern New Jersey, the South Jersey Chapter of Spina Bifida, Charles Schwab Advisor Network and on “The Dividend Growth Fund”, formally a publicly traded mutual fund. Always active in his community, Tom devoted over 13 years coaching the Medford NJ youth football, lacrosse, and baseball teams.

Tom is an avid sports fan who enjoys playing golf and loves working out at the gym. Business is his favorite topic, but Tom is also interested in politics and history. When away from work, Tom enjoys spending time at the beach with his wife and two sons.
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Evan Levine

Founder, President, Complete Advisors

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Evan is the President and Founder of Complete Advisors based in Valley Stream NY, an Independent Financial Advisor and Planner (RIA) with 26 years experience, working objectively with 401K /403b employers, participants and individual investors helping them to achieve their long term financial goals & objectives. As an investment advisor, he acts as a “fiduciary” at all times, putting clients interests first in all matters.
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Eric Roberge

Founder, Beyond Your Hammock

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Eric Roberge is the founder of Beyond Your Hammock based in Boston, MA. Eric helps motivated professionals connect with their values to create a financial plan and show them how to live the life they love.

As a Certified Financial Planner™ (CFP®), he’s on a mission to transform the financial planning industry. Through personalized financial coaching and investment guidance, he helps you organize your finances, set goals that matter to you, save and invest for your future, and take action in your career.

After working in the financial services industry for 12 years at State Street Bank, J.P. Morgan, and several independent financial planning firms, Eric founded Beyond Your Hammock to help successful professionals in their 30s and 40s navigate the personal finance landscape.

Eric was named one of The Top CFP Holders Under 36 by Wealth Management Magazine in 2016. He provides financial education through both his business and by writing for publications like Money, Forbes, USA Today, ABC News, CNBC, Entrepreneur Magazine, The Wall Street Journal, and more.

Eric is on the Board of Directors of the Massachusetts Financial Planning Association as the NexGen Director and frequently speaks at industry events and conferences. He earned anundergraduate degree in finance and entrepreneurship from Babson College and teaches entrepreneurship and financial literacy workshops to middle, high school, and college students in his free time.
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