Jennifer E. Myers, CFP®

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Jennifer Myers, CFP®, President of SageVest Wealth Management, is a proud, longstanding recipient of awards from Washingtonian, Northern Virginia Magazine and Five Star. These awards recognize her dedication and commitment as a financial advisor for more than twenty-five years.

Jennifer founded SageVest Wealth Management to deliver the caliber of services you deserve on a highly personalized basis. SageVest assists clients with all aspects of their finances, including investment management, retirement planning, charitable giving, tax optimization, and legacy planning. Our goal is to elevate your wealth, knowledge, and financial potential.

SageVest distinguishes itself by serving as your lead financial strategist. We bring all of the facets of your financial life together under one cohesive roof. We pride ourselves in being highly proactive in securing opportunities. Furthermore, our fee-only fiduciary role ensures that we always place your best interests first.

As a client of our firm, you are known well and your goals are paramount. Our dedicated team offers the depth of knowledge you need to achieve sophisticated results. We collaborate with you, keep you informed, and guide you to achieve your aspirations.

SPECIALIZATION
Comprehensive and sophisticated wealth management bringing your investments and financial planning together under one roof.

DESIGNATIONS, AFFILIATIONS AND AWARDS
CFP; MBA, Washingtonian Top Financial Advisor ’12-24; Northern Virginia Magazine Top Financial Professional ‘15-23; Five Star Wealth Manager ’15-23