Jake Myers Your Financial Advisor

Call Directions

Jake Myers Your Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Jake Myers Your Financial Advisor, Financial planner, Newtown Square, Newtown Square, PA.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written p...
10/16/2026

According to a recent study, 88% of pre-retirees have thought about retirement income, but 50% lack an updated written plan and even fewer work with a financial advisor. Let’s meet and look over your retirement plan to make sure you’re prepared for what comes next.

https://bit.ly/4yzI2YE

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Protect your business and shape your future. I can help.
09/28/2026

Protect your business and shape your future. I can help.

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans a...
09/18/2026

Variable annuities may offer protections without giving up on growth potential. Let's talk about your retirement plans and discuss different methods for maximizing your income.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

September is Life Insurance Awareness Month — a reminder that for business owners, life insurance can help protect more ...
09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Address

Newtown Square
Newtown Square, PA
19073

Telephone

+16103557858

Website

Alerts

Be the first to know and let us send you an email when Jake Myers Your Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category