Our team
Steve Meyers
Co-founder
CA Insurance License #0723947
Steve Meyers brings over three decades of financial management experience, including advisory roles at T.Rowe Price, Washington Mutual Bank, and Citibank/Citicorp Investment Services since 1988.
In September 2003, Steve partnered with Audrey Hong, serving as financial advisors for three Citibank branches and earning multiple awards for their successful collaboration.
Steve's client-focused financial planning approach customizes programs to clients' goals, time frames, and risk tolerance.
A native of Los Angeles and Cal State Northridge graduate, Steve and his wife, Amanda are proud parents to two children, Lauren and Leanne.
Audrey Hong
Co-founder
CA Insurance License #0D05251
With over 23 years of experience, Audrey held advisory roles at American Express and Citibank before co-founding Orange County Investment Group.
Audrey's passion lies in client education.
At a young age, she realized the “taboo” of discussing money, and often wondered if it wasn’t discussed because others didn’t fully understand it.
Audrey views her clients as a part of her extended family. She enjoys establishing connections that go beyond the typical client-advisor dynamic.
She resides in Orange County with her husband Nathan and their two children, Jacob and Claire.
Our approach
We believe your success relies on the relationship you have with your advisor and the advice you receive.
Our clients are our first priority.
Prioritizing Family Bonds
Our pride lies in assisting several generations of families through our services. We offer valuable guidance to help families navigate the intricate dynamics that arise when multiple individuals are involved.
Discovering Your Story
We want to hear your story. Gaining insight into your values and journey forms the cornerstone of our approach.
Strong Basis of Understanding
We pride ourselves in ensuring that clients possess a solid foundation of comprehension to facilitate prudent decision making.