A complete list of active advisors currently associated with My Financial Coach, LLC

Warmer can help you find a great advisor at My Financial Coach, LLC or one who fits your needs even better.

My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and to business entities. The firm manages a modest-sized asset base across a relatively small client roster and typically charges asset-based fees for ongoing portfolio management. The adviser combines fundamental and technical analysis with modern portfolio theory to shape asset allocation and security selection, documenting each client’s risk tolerance in an Investment Policy Statement. Its investment set is somewhat focused — including equities, fixed income, ETFs (including precious-metal ETFs), real estate funds, and limited options strategies such as covered calls — and portfolios are implemented on a discretionary basis. A noteworthy characteristic is that the firm accepts performance-based (share-of-capital-gains) compensation for qualified clients, a practice that is uncommon among peers and is managed through documented high‑water‑mark procedures and client authorizations to address potential conflicts. The brochure also discloses that the firm requires clients to use a specific institutional custodian and participates in that custodian’s advisor program (from which it receives economic benefits), and that a principal is licensed to sell insurance products — each disclosed as potential sources of additional economic conflicts.

To learn more about the advisors currently working at My Financial Coach, LLC, 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.