A complete list of active advisors currently associated with My Money MGR

Warmer can help you find a great advisor at My Money MGR or one who fits your needs even better.

My Money Mgr LLC provides discretionary investment management and project-based financial planning to individual and high‑net‑worth clients. Services include ongoing portfolio supervision and written financial plans that address areas such as business planning, employee benefits optimization, estate planning, tax considerations, insurance, and retirement distribution strategies. The firm’s investment process emphasizes asset allocation and a mix of passive and active fund selections, with security selection informed by fundamental analysis as well as technical and charting methods; mutual fund/ETF analysis and smart/strategic‑beta factors are used when assembling portfolios. Portfolios are typically managed on a discretionary basis, reviewed quarterly, and custody and trade execution are handled through institutional custodial platforms that provide research and operational support. Compared with many peers, the firm manages a very small number of client relationships (seven) and modest assets under management while operating as a single‑advisor practice that maintains two office locations. It operates on a fee‑only basis, offers limited‑scope, project‑based planning engagements (hourly), and explicitly includes business‑owner and employee‑benefits consulting as part of its planning services.

To learn more about the advisors currently working at My Money MGR, 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.