With more than two decades of experience in the financial industry, Jennifer E. Myers, CFP®, works with clients to help them fulfill their life and family goals while translating complex financial matters into understandable, manageable, and successful strategies. She serves as Chair of the firm’s Investment Committee and maintains close working relationships with clients to ensure that investment portfolios and broader financial objectives remain closely aligned.
Jennifer has repeatedly been named as a Top Fee Only Advisor by The Washingtonian and Northern Virginia Magazine, and as a Five Star Wealth Manager by Five Star Professionals. She has also been quoted in The Washington Post, Kiplinger’s, US News and World Report, and on CNN Money, Nasdaq and NPR’s ‘Marketplace’. She has written articles for the Washington, D.C. Estate Planning Council and has spoken on a variety of financial planning topics ranging from broad planning initiatives to more discrete topics such as wealth transfer planning, financial values, children and money, and women’s financial planning considerations.
Her professional affiliations include memberships in the Financial Planning Association, and the Washington, DC Estate Planning Council, of which she previously served as an officer and director, among other positions within the Council. In the community, she has been involved in the Women’s Business Giving Circle at the Community Foundation for Northern Virginia, and as a tutor for inner-city children at Project Northstar.
Prior to establishing SageVest, Jennifer served as partner and vice president of Freed Myers, a wealth management firm in Chevy Chase, Maryland. Jennifer received her Bachelors in Business Administration (BBA) and Masters in Business Administration (MBA) from The George Washington University. She also received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.