Welcome to Nightingale Wealth Planning.
Created by a nurse for nurses, the broader medical community and their loved ones, Nightingale is here to give you peace of mind that your wealth and future are in good hands.
Wealth Planning
Wealth planning that starts with a budget, defines your goals from short-term to long-term and puts you on track to achieve them.
Investment Management
Sleep easy knowing your money is invested on an individual basis at a risk level you are comfortable with.
Fully encompassing service
We ensure you have access to all the proper financial tools needed for financial success, such as 401(k)s, IRAs, trusts, 529 plans for school tuition, and more.
Low costs and low fees
We focus on low-cost investment vehicles so that you can keep more of your money working on your behalf.
Nightingale Financial Security - Empowering Healthcare Wealth
Chad Meyers, RN: The son of a financial advisor and a licensed practical nurse, Chad has had a foot in both worlds since the beginning. After graduating from Virginia Tech with a degree in finance, Chad joined his family’s wealth management business where he learned just how important proper wealth planning can be to having a stable and fulfilling retirement.
After being inspired by his sister, a physician assistant, Chad went back to school to study nursing. Soon into his nursing career, COVID-19 hit while working for Johns Hopkins Medicine. Being in the trenches for years with his fellow medical staff, inevitably the discussion of finances arose. From those late night talks, it was clear the nursing and larger medical community needed help understanding how to build wealth, and that is why Nightingale Wealth Planning was born.
Check the background of this investment professional on FINRA’s Broker Check
Bachelors of Science in Finance with a Minor in Real Estate: Virginia Tech
Bachelors of Science in Nursing: University of Maryland Global Campus
Associates Degree in Nursing: Montgomery College, MD
Their dedication exceeded our expectations. An inventive partnership!
Retirement Planning
We provide you with comprehensive retirement planning guidance that helps you achieve a sense of prosperity.
401k Rollover Guidance
401k rollovers can be tricky to handle on your own. As with all things involving the IRS, there are many rules. If you are in need of 401k rollover help, Nightingale Wealth Planning can assist you.
Tax Optimization
Just as important as a great investment portfolio, forward-thinking tax planning can save you tens of thousands of dollars.
Schedule a call
Whether you have questions, want to explore collaboration opportunities, or simply want to say hello, we’re here and eager to connect with you!