
Paul Meyers
Paul has over 30 years’ experience in the financial services industry, including time at Wall Street investment brokerage firms where he specialized in wealth management and retirement planning. In 2010, Paul founded Legacy Wealth Management to bring a more “Main Street” approach to his work, focusing on client’s goals rather than company sales objectives. His approach is centered around helping clients pursue their investment goals through a team-based strategy that values personalized advice and long-term relationships.
Paul is deeply committed to understanding each client’s unique needs. He works closely with the entire team to develop comprehensive financial plans that align with their aspirations. His vast experience and client-focused philosophy have been key to Legacy Wealth’s ongoing success.
Paul graduated from Minnesota State University - Moorhead and initially began his career in teaching. He later gained experience as a national sales manager and vice president for a large manufacturing firm before transitioning into financial services. Outside of work, Paul remains actively involved in the community, having served on several arts and education boards. He also previously served on the Fargo Public Schools Board of Education for 17 years. Paul loves traveling, going to shows, spending time with his wife Myra and family, and is a proud father of four grown children and two grandchildren.
Series 7, 63 & 65 Securities Registrations* held through LPL Financial, and insurance licensed to provide life, disability, variable life, and long-term care coverage.