Vetted Advisor's Table

Darren Meyer, AAMS®, AWMA®
Everest Wealth Advisors

Tel: 720-826-1092
8400 E. Prentice Ave
Suite 1010
Greenwood Village, CO 80111
Everest Wealth Advisors | Financial Advisor in Greenwood Village ,CO

About Darren Meyer

I am the President & Wealth Advisor at Everest Wealth Advisors. After graduating from the University of Arkansas, I began a career in corporate accounting, and transitioned into financial advisory in 2002 out of a desire to generate a positive impact for people in my community. My motivation is derived from watching my clients evolve and become empowered by financial freedom as a result of the advice and guidance I have given them. We like to call our clients family, as they truly are to me. This is why I have such a drive to help them reach and maintain their goals. In my free time, you will find me spending quality time with my wife, Christine, by giving back to the community via various charity work. Other times, us traveling, fly-fishing, cheering on the Broncos and the Arkansas Razorbacks, or playing with our lovable Labrador, Jack.

About Everest Wealth Advisors

Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.

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General Information

Firm Start Year:   2007
Insurance License#:   145788
States Licensed in:   AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, NC, ND, NE, NM, NY, OH, OR, SC, SD, TN, TX, UT and WI
Number of Years with Current Firm:   16
Work Experience:   Today, I have accumulated over 21 years in the financial services industry. Over the course of those years, I have honed my skills so that I can provide a highly personalized plan for each client. When working with clients, I offer advice that incorporates unique strategic and tactical investment strategies, using a wide array of investment options and financial planning strategies designed to help my clients create and keep the advantages they gain from optimized financial planning.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals


Investment Types:   Exchange Traded Funds (ETFs), Options & Futures, Alternative Investments, Bonds, Stocks, Annuities, Insurance, Mutual Funds
Can meet clients in the following ways:   Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Minimum Fee Charged for Managed Accounts:   $5,000
Minimum Fee Charged for Hourly Planning Accounts:   $250


Bachelor of Science in Business Administration  - Accounting & Finance   University of Arkansas  - Fayetteville, AR


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Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

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