Our Team – Thomas C. Myers

Thomas C. Myers CFA, CPA, CFP®
CEO & Managing Partner

Tom has over 35 years of wealth advisory services experience with deep expertise in investments, taxation, and personal finance.  Tom leverages this experience to help our clients develop and maintain long-term strategies for preserving and enhancing their wealth.

Prior to founding Bordeaux Wealth Advisors, Tom was a partner and held senior roles at preeminent wealth management, trust, and accounting firms, where he served private individuals, families, senior executives, and entrepreneurs.

Tom has been consistently recognized as one of the nation’s top financial advisors by Barron’s, Forbes, and other prominent financial publications over the past 20 years. In 2019, Tom was named to the inaugural class of Barron’s Financial Advisor Hall of Fame.

Tom earned an MBA from the Wharton School at the University of Pennsylvania and graduated cum laude from Miami University in Oxford, Ohio, with a BS in Business Administration (Accountancy).  He holds the Chartered Financial Analyst designation, is certified by the CFP Board and is a Certified Public Accountant.  Tom is currently a member of the CFA Institute, the CFA Society of Seattle, and the American Institute of CPAs.