Gretchen Meyer

Gretchen Meyer, MBA, CFP®

In Gretchen's Own Words

There's nothing more gratifying to me, both personally and professionally, than helping our beloved clients gain the clarity, confidence and strategies they need to pursue financial freedom on their own terms. 

Gretchen's Bio

Gretchen is a passionate advocate for helping women take charge of their financial futures. A dynamic speaker and professional advisor, she brings clarity, warmth, and deep expertise to every conversation-empowering clients to pursue their goals with confidence and intention. She is the founder of Pachira Wealth Management, a nationwide firm delivering comprehensive financial planning and investment management. At the heart of Pachira's approach is a belief in education, partnership, and personalized guidance that meets each client where they are and supports where they want to go. Before launching Pachira more than a decade ago, Gretchen held a leadership role at the National Football League. She holds a Master's in Communications from Villanova University, an MBA from Columbia Business School, and is a CERTIFIED FINANCIAL PLANNER (CFP) through Texas A&M. Gretchen is active in her community, serving on the advisory board of the Women's Business Council at the Capital Region Chamber. She's also a proud member of the Women Presidents Organization and Entrepreneurs' Organization. When she's not working with clients or speaking at events, you'll find her traveling, wine tasting, or enjoying time with her husband, Chris, and their dog, Boomer.

More About Gretchen

Education & Credentials 

  • CERTIFIED FINANCIAL PLANNER
  • MBA, Columbia University, New York
  • MA, Villanova University, Pennsylvania
  • BFA, Boston University, Massachusetts
  • NYS Life Accident & Health Insurance License
  • Series 66, Series 7 held through LPL Financial 

Why our work matters to me

Helping women pursue financial freedom isn't just my profession - it's my calling. I've seen firsthand how financial knowledge and confidence can transform lives, families and communities. Too often, women are left out of the conversation around wealth and long-term planning, which can limit their choices and independence. My work is about changing that narrative.

I believe every woman deserves to feel empowered and informed about her finances, whether she is building her career, caring for loved ones, navigating transitions, or planning for retirement on her own terms. When women have the tools and support to make thoughtful financial decisions, they gain the freedom to create the future they envision. Being part of that journey is profoundly rewarding to me. 

My financial superpower 

Listening with empathy. 

On my vision board

World travels with my husband, Chris. Next on our list? Switzerland, Seattle and St Croix. 

Currently reading or listening to

Currently reading Psychology of Money by Morgan Housel

Weekend ritual

Lazy days reading a book at the pool or in front of a roaring fireplace. 

What I'm toasting with

A splurge-worthy glass of California Cabernet or Pinot Noir