Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments

Awards & recognition

  • Jon L Myers and Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Jonathon L Myers, Financial Times 400 Top Financial Advisers, 2017-2019
  • Jonathon L Myers, Ameriprise Chairman's Advisory Council, 2017-2020
  • Brian Derry, Forbes Best-in-State Wealth Advisors, 2021
  • Jonathan Knight, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Brian Derry, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Kevin Kirchheimer, Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Community participation

  • Broome County Chamber of Commerce
  • Cortland County Chamber of Commerce