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ABOUT US
Since 2003, we’ve proudly served the community with expert financial planning tailored to each client’s unique goals. We’re with you every step of the way, ensuring you feel confident and informed about every decision we make together.
Our mission is to provide the education and guidance you need to implement the right strategies to manage and eventually pass on your wealth. Our team will work with you to build a personalized plan at your pace.
STEVE MEYERS
CA Insurance License #0723947
Steve Meyers is the co-founder of Orange County Investment Group and has been a dedicated financial professional since 1988. He began his career as a top advisor at respected firms including T. Rowe Price, Washington Mutual Bank, and Citibank/Citicorp Investment Services.
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In September 2003, Steve partnered with Audrey Hong to serve as financial advisors for three Citibank branches. Their collaboration proved to be highly successful, earning them numerous awards and recognition. This experience inspired Steve to pursue his vision of creating a more personalized, client-focused financial practice.
Steve takes a comprehensive approach to financial planning, tailoring strategies to each client’s goals, time horizon, and risk tolerance. He stays up to date on the latest in investments, taxes, retirement, and estate planning, and communicates complex topics in clear, straightforward language to empower clients to make informed decisions.
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A native of Los Angeles, Steve is a graduate of California State University, Northridge. He and his wife Amanda have two daughters, Lauren and Leanne.
AUDREY HONG
CA Insurance License #0D05251
Audrey Hong is the co-founder of Orange County Investment Group and has been a financial advisor since 2000. Driven by a passion to help others, she believes that with the right education and guidance, anyone can make confident financial decisions at every stage of life.
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Curious from a young age about the stigma around money conversations, Audrey wondered if people avoided the topic because they didn’t fully understand it. This curiosity became her mission to empower clients through clear, straightforward financial education.
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Shortly after graduating from the University of California, Irvine with a degree in Philosophy, Audrey began her career at American Express Financial Advisors. She later joined Citibank, where she partnered with Steve Meyers. Together, they co-founded Orange County Investment Group to focus on truly understanding each client’s unique goals and priorities.​ Audrey treats her clients like family, building relationships based on trust and transparency.
She lives in Orange County with her husband Nathan and their two children, Jacob and Claire.