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Your loved ones deserve the same financial confidence you’ve found from having a well-thought-out financial strategy, and we’ve made it easy for you to share it with them.

From Our Family To Yours

We are so happy to include you as part of our amazing family of clients. Getting to work with and help people like you is why we do what we do. Our business continues to grow because of the wonderful introductions people like you have sent our way. To show how much we appreciate your trust in us with your referrals, we are excited to introduce you to our exclusive Friends of the Family Club.

We’re looking for nice people just like you!

Do you know anyone who is:

  • Retired or planning to retire soon?
  • Losing money in their investments?
  • Concerned about outliving their money?
  • Dissatisfied with their current broker or advisor?
  • Recently divorced or widowed?
  • Looking for a retirement-focused advisor?
  • Seeking a second opinion regarding their retirement/investment strategy?
Become part of the Friends of the Family Club

Qualification is Simple

Introduce your friends, family, co-workers or anyone you feel would benefit from the same retirement guidance you’ve received.


A great way to introduce someone to Myers Capital Advisors is to bring them to one of our workshops or dinner seminars for a complimentary, no-obligation consultation.

Virtual or Phone Introductions

Invite your friends and family to visit our website at or call our office at 330.591.2121 to learn more about us.

Once your referral visits our office for their complimentary discovery meeting, you will receive confirmation that you are now a member of our exclusive club. It’s that easy! Remember, this is just an introduction. We’re not asking you to “sell” our services or guarantee your friends or family work with us.

We think of you as part of our family and would love to welcome those you care about to join our family firm.


To share your referral, please send your referral’s contact info to, or make a “virtual introduction” by filling out this form:

    Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice.



    It’s never too early — or too late — to take control of your financial future.