Alex Myers,
CFP®, AIF® Managing DirectorAlex demystifies financial planning for accomplished business owners, professionals and retirees in 29 states and the District of Columbia. He is blessed to serve people that he cares about and admires.
Alex earned a Bachelor of Business Administration, Summa Cum Laude, from Loyola University Maryland. He began his career at Legg Mason in 2004 before co-founding Kairos Wealth Advisors in 2009. He is a Certified Financial Planner® professional and an Accredited Investment Fiduciary®.
From 2021-2025, Forbes has named Alex a Best‐In‐State Wealth Advisor. He is a member of Raymond James’ Chairman’s Council.
Alex advocates boldly for the causes of faith and health. He serves on the boards of LifeBridge Health, Carroll Hospital Foundation and Mt. Union Lutheran Church. He has previously served as Chair of Carroll Hospital Foundation’s board of trustees, a member of Carroll Hospital Center’s board of directors, and Treasurer of Carroll County Youth Service Bureau.
Alex is passionate about family, physical fitness, Christian apologetics and acoustic guitar. He and his wife, Cindy, live just outside of Westminster with their four children—Charlie, Lydia, Evelynn and Henry—and their lively Jack Russell, Gunnar.
Chairman’s Council membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
