A complete list of active advisors currently associated with Amplify My Wealth
Warmer can help you find a great advisor at Amplify My Wealth or one who fits your needs even better.
Amplify My Wealth provides fee-only financial planning to individuals, entrepreneurs, and small businesses, addressing areas such as retirement planning, estate planning, tax-aware strategies, insurance reviews, college savings, and business planning. The firm also offers educational seminars and speaking engagements and does not sell insurance or accept commissions, presenting itself as a fiduciary advisor in its planning work. When investment analysis is part of an engagement, the firm generally favors passive, low-cost asset-class approaches—typically recommending index mutual funds or ETFs—and uses fundamental, technical, cyclical, and charting analysis to inform recommendations. Services are delivered as one-off projects, ongoing holistic planning engagements, or hourly consultations with scheduled plan reviews; the firm does not provide discretionary portfolio management or custody of client assets. The firm is notable among its peers for the principal’s legal background—a juris doctor and New York attorney who is not actively practicing—alongside a commitment to pro bono nonprofit work and public educational programs. It reports no assets under management, does not charge percentage-of-AUM or performance-based advisory fees, and emphasizes fee-only financial planning rather than acting as an investment manager.
To learn more about the advisors currently working at Amplify My Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 4
|
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