A complete list of active advisors currently associated with More Than Your Money, Inc.

Warmer can help you find a great advisor at More Than Your Money, Inc. or one who fits your needs even better.

More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, including retirement planning, tax planning and individual income tax return preparation, estate‑planning counseling, insurance review, budgeting, and coaching. The firm also notes specialized support for widows, widowers, and clients navigating post‑divorce financial matters. The adviser favors long‑term, low‑turnover investments and a functional asset allocation that accounts for a client’s total financial picture (retirement and non‑retirement accounts, savings, real estate, and other assets), relying on mutual funds, ETFs, CDs, money market funds and cash equivalents. Advice is delivered on a non‑discretionary basis with periodic or on‑request account reviews rather than through continuous discretionary management. Compared with many peers, the firm does not use percentage‑of‑assets‑under‑management pricing and instead engages clients through fixed‑fee or hourly arrangements while operating as a fee‑only advisor and not charging performance‑based fees. It also combines financial planning with tax services (staff hold an Enrolled Agent credential) and participates in fee‑only professional networks, reflecting an integrated tax‑and‑planning focus that is less common among supported advisers.

To learn more about the advisors currently working at More Than Your Money, Inc., 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.