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Alan Myers, CFA


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My passion for stocks and investing began when I was twelve years old and discovered the stock pages in the newspaper.  I was intrigued by all of the numbers on the page.  This led me to pick up a copy of How to Buy Stocks by Louis Engel on my next trip to the library.​​  After reading that book, I was hooked.

I earned my Bachelors at Guilford College (go Fighting Quakers!) and my MBA from Washington University, St. Louis (go Bears!).  After grad school, I worked for mutual fund giant T. Rowe Price for several years.  While at T. Rowe Price, I earned the Chartered Financial Analyst® designation.  After leaving the company, with the support of family and friends I realized my dream of launching my own investment advisory firm in June 2003.

​I have taught college courses on finance, investment analysis, options and financial planning.  I have been quoted in leading financial publications including 
Financial Advisor magazine and Investment Advisor magazine.  In my spare time away from investing, I sit on the Board for Valley/Bridge House.  My wife and I are actively involved in animal rescue organizations for homeless dogs.  Adopt!  Don't shop!.

Contact us

Phone:  (410) 864-8746
Toll-free:  (866) 857-4095

Email:  [email protected]

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