Five Star award winner Jennifer E. Myers, CFP®

PROFESSIONAL PROFILE

Contact Me

Jennifer E. Myers, CFP^®

President

SageVest Wealth Management

1320 Old Chain Bridge Rd Ste 250

McLean, VA 22101

Office: 703-992-7650

jmyers@sagevestwealth.com
www.sagevestwealth.com

Professional Approach

Jennifer Myers, CFP®, President of SageVest Wealth Management, is a proud longstanding recipient of the Five Star Wealth Manager award recognizing her dedication and accomplishments as a financial advisor.

With more than twenty-five years of experience, Jennifer works closely with clients, interweaving the investment and financial facets of their lives. Her mission is to help clients achieve their goals with confidence and clarity.

Jennifer and the SageVest Wealth Management team assist clients with all aspects of their finances, including investment management, retirement planning, charitable giving, tax optimization, and legacy planning. Each advisor serves as the client’s financial quarterback, ensuring that all financial considerations are mutually supportive. The team is committed to knowing every client well, treating them with integrity and respect, and understanding them as individuals with unique goals.

As a female business owner and mother, Jennifer is focused on supporting individuals and families to gain opportunities and achieve financial success. This dedication extends to her clients as well as the broader community through professional involvement and a variety of educational initiatives.

SageVest Wealth Management proudly services as a fee-only fiduciary firm. SageVest distinguishes itself by offering sophisticated, comprehensive, and proactive services on a highly individualized basis.

Individually, 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 appeared on television and has been quoted in The Washington Post, CNBC, Kiplinger, US News and World Report, Investopedia, Yahoo Finance, CNN Money, NASDAQ, NPR’s ‘Marketplace’, The Journal of Financial Planning, and a host of other national publications. Jennifer has also 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 membership in the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), the Northern Virginia Estate Planning Council, the McLean Estate Planning Council, and the Washington, DC Estate Planning Council, of which she previously served as an officer and director. In the community, she has been a member of the Women’s Business Giving Circle at the Community Foundation for Northern Virginia and the Washington Women’s Leader Initiative.

Prior to establishing SageVest, Jennifer served as partner in a local RIA firm. She also provided financial and business analysis for Unisys and the U.S. Postal Service.

Jennifer received her Bachelor of Business Administration (BBA) and Master of Business Administration (MBA) from The George Washington University. She also received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.

See Accomplishments

This award was issued on 10/16/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3408 Washington D.C.-area wealth managers were considered for the award; 172 (5% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,627, 160, 6%, 10/17/23, 1/9/23 - 7/31/23; 2022: 2597, 159, 6%, 10/17/22, 1/10/22 - 8/26/22; 2021: 2091, 129, 6%, 10/17/21, 1/4/21 - 7/23/21; 2020: 2535, 115, 5%, 9/1/20, 1/27/20 - 8/21/20; 2019: 1956, 122, 6%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1975, 100, 5%, 10/1/18, 2/1/18 - 8/24/18; 2017: 1417, 106, 13%, 10/1/17, 2/8/17 - 8/22/17; 2016: 1665, 208, 12%, 8/1/16, 3/2/16 - 8/30/16; 2015: 1837, 227, 12%, 9/1/15, 2/14/15 - 8/10/15; 2012: 449, 97, 22%, 10/4/11, 2/14/11 - 8/10/11.

Click to access BrokerCheck

Washingtonian Awards (multiple years)
Award recipients are selected by their peers. The Washingtonian editorial team sends out a survey at random with its peer nomination. Financial advisors who receive the most peer votes are listed in the award publication.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Northern Virginia Magazine Awards (multiple years)
Award recipients are selected by their peers. The Northern Virginia Magazine sends surveys to areas financial professionals asking them to nominate other experts to whom they would recommend friends and family who need financial planning advice. Those on the list received the most nominations.

Advisors do not pay a fee to be considered or awarded. Advisors may purchase plaques and marketing materials after receiving an award. SageVest participates in such options.

Five Star Wealth Manager Awards – Washington, DC (multiple years)
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review*; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. SageVest has participated in such options. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.

In 2019, 1,956 Washington, D.C. area wealth managers were considered for the award; 122 (6% of candidates) were named 2019 Five Star Wealth Managers.

In 2018, 1,975 Washington, DC. wealth managers were considered for the award; 100 (5 per cent of the candidates) were named Five Star Wealth Managers.

In 2017, 1,417 Washington, DC wealth managers were considered for the award; 106 (13 percent of the candidates) were named Five Star Wealth Managers.

In 2016, 1,665 Washington DC wealth managers were considered for the award; 208 (13 percent of candidates) were named Five Star Wealth Managers.

In 2015, 1,837 Washington DC wealth managers were considered for the award; 227 (13 percent of candidates) were named Five Star Wealth Managers.

In 2012, 449 Washington DC wealth managers were considered for the award; 97 (approximately 22 percent of the award candidates) were named Five Star Wealth Managers.

* As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.