A complete list of active advisors currently associated with My Portfolio Guide, LLC

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

My Portfolio Guide provides investment supervisory services primarily to individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering ongoing discretionary portfolio management and financial planning. The firm also supports retirement accounts and implements investment strategies across separately managed accounts and plan assets. The firm documents client goals and risk tolerances in an Investment Policy Statement and uses six proprietary “Disciplined Investor Models” plus an “MPG Dividend Driver” portfolio as baselines, adapting allocations to each client; its analysis mix includes charting, fundamental, and technical methods and it employs long‑ and short‑term trading (including short sales) when appropriate. Financial planning discussions, presentations, and periodic plan updates are generally included as part of the investment management relationship, with standalone planning available on an hourly basis. Noteworthy features include a quarterly client newsletter called “The Guide” and an emphasis on client education through presentations as part of the advisory service, as well as the addition of fee‑based annuities offered through the Simplicity Group OID platform (MPG may charge its advisory fee on those annuity assets and limits recommendations to contracts available on that platform). The firm manages its assets on a fully discretionary basis (approximately $200.99 million as of the most recent filing), requires use of its recommended custodian, and discloses receipt of research or services from its broker/dealer.

To learn more about the advisors currently working at My Portfolio Guide, 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.