Deb Meyer, CFP®, CPA/PFS, CEPA

Faith-based financial planning and investing for parents

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WorthyNest Deb Meyer, CFP®, CPA/PFS, CEPA
Saint Charles, MO

Serving Clients Nationwide

Faith-based financial planning and investing for parents

5 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Catholic Values Investing
  • Exit Planning
  • Faith-Based Investing
  • Family and Money
  • Saving for College

About Deb Meyer, CFP®, CPA/PFS, CEPA

As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most.

My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®.

Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances.

With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • American Institute of CPAs
  • Catholic Financial Planner Network
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • FinCon
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

119 S Main Street, Suite 200, St. Charles, MO 63301

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

The no-obligation intro meeting will determine if our expertise matches your needs and if it makes sense to engage in a long-term financial planning and investment management relationship.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About WorthyNest

At WorthyNest®, we believe financial planning should focus on what truly matters—family, faith, and making a positive impact. That’s why we take a values-driven, holistic approach to financial planning, helping parents steward resources wisely while building a meaningful legacy.

We know financial decisions can feel overwhelming, especially when balancing priorities like retirement planning, managing cash flow, and saving for education. Our 5-step planning process is designed to bring clarity and confidence to every stage of life, so you can focus on what’s most important.

Financial planning at WorthyNest® goes beyond the numbers. It’s about creating a roadmap to align money with purpose, secure your family’s future, and make a difference for generations to come. Ready to learn more? Please book an intro call.

Education

Saint Louis University

Awards and Honors

  • 2018 AICPA Standing Ovation Award in Personal Financial Planning
  • 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting
  • 2019 Saint Louis University School of Business Distinguished Young Alumni
  • Kiplinger contributor
  • Award-winning author of Redefining Family Wealth
  • Host of the Beyond Budgets® podcast

Badges

Languages

  • English

Hobbies and Interests

  • Beach
  • Board Games
  • Church
  • Dancing
  • Exercising
  • Family
  • Reading
  • Soccer
  • Walking
  • Writing
  • Yoga

Who We Serve

  • Business Owners
  • Christians
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Personalized finance from someone who truly cares

✅ Wealthtender Certified Advisor Review™
Feb 4, 2025
My husband and I have worked with Deb since 2019. She really took a huge weight off our shoulders by managing our long-term finances and setting us on the right path to achieve our goals. She is there for us whenever we need her and we know we can reach out at anytime with any questions. Meetings with her are never just about finances either. She always asks for updates of our kids and how our whole family is doing. Deb really wants to know about our lives and the presence of God can be felt through her care and through her demeanor. She really is one of a kind and she is worth everything.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jennifer
Jennifer

Perfection

✅ Wealthtender Certified Advisor Review™
Feb 4, 2025
I have been working with Deb Meyer for approximately nine years and feel I am in extremely capable hands. Deb has advised me on every aspect of my finances with great success. I am making money while protecting my family’s future. Deb is patient and knowledgeable in all financial fields and responds promptly to my needs. I highly recommend Deb and Worthynest !
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Colleen Dash
Colleen Dash

Credentialed, experienced, and committed to our family's success.

✅ Wealthtender Certified Advisor Review™
Feb 1, 2025
Deb pairs her credentials and experience with a genuine interest in our wellbeing. She invested tremendous time listening and learning about our vision for our family's future. She helped us create a clear plan to achieve our goals and our ongoing collaboration along that path is invaluable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Steven Hinkle
Steven Hinkle

How far we’ve come

✅ Wealthtender Certified Advisor Review™
Jan 25, 2025
What started as an introduction to QuickBooks has turned into so much more. Deb has helped us to get on the right path. Having 4 small businesses and zero debt, I always felt comfortable, but never really had anyone ask the questions about retirement and the future. I thought we were on the right path. Man was I wrong! She starts as an advisor then I feel it turns into a coach and now I feel we’re in cheerleader mode with an exit in sight!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim and kim
Jim and kim

One Stop Financial Planning

✅ Wealthtender Certified Advisor Review™
Jan 25, 2025
Deb @ Worthy Nest has helped with goals, dynamic investing and the overall thought process, philanthropic and otherwise!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: Family relationship
Avatar for Ed Dusold
Ed Dusold