GDM ADVISORY GROUP, LTD. was established in 1993 by Glenn D. Meyer, CPA/PFS, CFP™, ChFC, CLU. Glenn’s business values were established while gaining valuable experience at a privately held financial planning firm in Atlanta, Georgia. Prior to GDM’s formation, Glenn was the Director of Personal Financial Planning at Ernst & Young and KPMG, both in Philadelphia. This distinctive background provides Glenn the ability to offer small firm service with large firm expertise.
Our firm’s client base is as diverse as their needs. Many of the firm's clients are executives of publicly owned companies, owners of successful businesses, or professionals. They may be in the process of accumulating capital or may have already acquired wealth and may not have the ability or resources to evaluate alternative financial, investment, and risk management/estate planning opportunities. Some are seeking validation for their current strategies, while others are looking for a more cohesive, disciplined approach.
Typically, an individual becomes a client of GDM ADVISORY GROUP, LTD. because their primary interests lie elsewhere - earning a living, building and managing a business, or working on behalf of civic and charitable causes. Often, this type of successful individual has neither the time nor inclination to become involved in fields unrelated to their primary endeavors. Their position and opportunities warrant having a personal financial advisor.
GLENN D. MEYER, CPA/PFS, CFP, ChFC, CLU
Glenn Meyer founded GDM ADVISORY GROUP, LTD. in September 1993. Previously, Mr. Meyer directed the Personal Financial Planning practices of KPMG Peat Marwick and Ernst & Young, both in Philadelphia. Mr. Meyer began his career with one of the original Big Eight accounting firms in Atlanta, Georgia.
Since 1986, Mr. Meyer has devoted his career to fee-only financial, investment, and estate planning. His clients are typically corporate executives, owners of successful businesses, and physicians. Glenn has created customized financial, investment, and estate plans for individuals with net worths ranging up to $50,000,000. GDM ADVISORY GROUP, LTD. is not involved with the sale of any investment or insurance products, nor does it receive any referral or finders fees.
Glenn is a graduate of Lehigh University (B.S. in Business and Economics, concentration in Accounting), Georgia State University (Master of Taxation), is a CFP (CERTIFIED FINANCIAL PLANNER™) practitioner, completed the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) programs offered by The American College, and the Personal Financial Specialist (PFS) program conferred by the AICPA (American Institute of CPAs). He is a member of the AICPA, the AICPA Personal Financial Planning division, the Pennsylvania Institute of CPAs (PICPA), The Financial Planning Association, the American Society of CLU/ChFC, Philadelphia Estate Planning Council, the National Association of Personal Financial Advisors (NAPFA), and PICPA Committee on Personal Financial Planning. Mr. Meyer has written for various financial publications on matters relating to personal finance and investment matters and has been featured on CN8’s Money Matters Today with Mary Fay, the Good ¢ents segment on WPVI-TV Channel 6 and Delaware Valley Forum on WPHL-TV Channel 17 in Philadelphia and in The Philadelphia Inquirer. Mr. Meyer is a frequent speaker on personal financial matters and previously hosted Money Talk on WNWR 1540 AM in Philadelphia.
GDM ADVISORY GROUP, LTD. provides a range of consulting services to individuals (personal financial planning) and corporations (compensation programs, qualified plan investment programs). GDM ADVISORY GROUP, LTD. emphasizes relationships in its dealings with clients. GDM ADVISORY GROUP, LTD. renders the highest level of client service and strives to assist its clients with the attainment of their stated objectives.