With over 25 years of experience in the financial industry, Jennifer E. Myers, CFP®, works closely with individuals and families to help them achieve their best life possible with confidence and clarity. SageVest Wealth Management is proud that Jennifer’s commitment to clients is consistently recognized by professional organizations, and is thrilled to announce that she has received her tenth Five Star Wealth Manager Award for the Washington, DC area for 2023.
Five Star Professional is an organization dedicated to recognizing professional excellence in wealth management and other service sectors across the U.S. To receive a Five Star Wealth Manager award, an advisor must meet 10 eligibility and evaluation criteria, and pass a thorough regulatory review. Most importantly, they must provide quality wealth management services to their clients.
Jennifer and the SageVest team focus on creating personalized strategies for each client that are understandable, manageable, and successful. SageVest advisors believe in proactive planning and communication, and are always available to answer client questions or provide guidance.
If you’re looking for a top-ranked, fee only advisor who can offer comprehensive, personalized financial services, we invite you to contact us to learn more about our true wealth management approach. For more information on the nomination, selection and award process utilized by Five Star Professional, please click here.
