A complete list of active advisors currently associated with My Personal CFO, LLC

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

My Personal CFO serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans by providing financial planning and consulting, discretionary wealth management, and retirement plan advisory services. The firm offers both standalone planning engagements and ongoing portfolio management and accepts engagements on an hourly or asset-based fee basis. The firm’s investment process combines fundamental and behavioral finance analysis with an asset-allocation framework derived from Modern Portfolio Theory, emphasizing diversified exposure primarily through mutual funds and ETFs. Portfolios are managed on a discretionary basis, may use standard exchange-traded options as a risk-management tool, can include alternative investments when suitable, and may rely on sub-advisors for specialized strategies. Distinctive features include an affiliation with a Certified Public Accountant: a firm principal provides accounting services to advisory clients under separate agreements, a relationship the brochure discloses as a potential conflict of interest. The firm also serves as a Section 3(38) fiduciary for defined benefit plans, maintains custody arrangements subject to annual audit procedures, and operates with a small advisory team managing a multi-hundred-million-dollar asset base.

To learn more about the advisors currently working at My Personal CFO, 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.