Brayden has been patient and knowledgeable in his support during this difficult time.
Braydan Meyers CFP®, AAMS™, AWMA™
Based in Greensboro, Braydan helps individuals approaching retirement integrate income, taxes, investments, concentrated stock, and estate considerations into a clear path toward financial independence
Ways to Connect
Who Braydan Typically Helps
Individuals approaching retirement, retirees adjusting to life without a paycheck, professionals with concentrated stock positions, families seeking tax-aware retirement planning, clients coordinating financial and estate decisions.
Serving Clients in
Raleigh • Charlotte • Greensboro • Atlanta • Nashville • Communities throughout North Carolina and the Southeast
Available nationwide through virtual meetings
Questions Braydan Helps Answer
- How can I determine whether my retirement goals are sustainable?
- How can I transition from a paycheck to tax-aware portfolio income?
- How should I diversify a concentrated stock position?
- How can I coordinate estate planning with my financial plan?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
As a Wealth Advisor at Mission Wealth, Braydan Meyers works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Braydan delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Braydan leverages his expertise to provide clients with tailored advice and guidance.
I firmly believe that as a personal financial planner, I have the power to make a meaningful impact in the lives of others. Witnessing the direct effects of my work, whether it's assisting a client in purchasing their dream home, funding their child's education, or building a secure retirement nest egg - it is this incredible sense of fulfillment that fuels my passion for this profession.
Braydan’s Frequently Asked Questions
Clients can expect an educational approach that combines personalized advice with clear explanations of why each strategy is being considered. Braydan works to simplify complex financial topics and give clients the knowledge they need to understand their options. His goal is to help clients feel more informed, capable, and confident in the decisions they make
Professional Background
Braydan enjoys serving clients with a focus on long-term financial, investment, and tax planning. Braydan holds a Bachelor of Science in Personal Financial Planning from Western Carolina University’s (WCU) Accredited Financial Planning Program.
Prior to Mission Wealth, Braydan worked at the North Carolina Department of Revenue’s criminal investigation division, where he gained experience in state tax law. He also served on Western Carolina Business School’s Endowment Fund Policy Team and the university’s TVA investment team, where he wrote investment policies for the university and helped manage the university’s investments.
Braydan holds the CERTIFIED FINANCIAL PLANNER®, AAMS®, and AWMA® certifications.
Personal Pursuits
Braydan is a lifelong sports fan and maintains a strong passion for the Atlanta Braves & Georgia Bulldogs. Braydan is a Master Freemason and serves in a leadership position at his local Masonic Lodge. Braydan enjoys spending time outdoors, whether it’s running or playing tennis. Braydan is still actively involved in his WCU fraternity, where he serves as an alumni leader in North Carolina.
Community Impact
Braydan actively supports various charitable organizations such as the North Carolina Masonic Home for Children, which cares for orphans throughout North Carolina. The Military Heroes Campaign, as well as the National Army Veteran Relief Fund, dedicated to raising funds for military veterans. Braydan also participates in numerous scholarship pledges that provide support to undergraduate students at WCU.
Request an introduction to Braydan Meyers.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Braydan Meyers and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor