A complete list of active advisors currently associated with My Wealth Management, Inc.
Warmer can help you find a great advisor at My Wealth Management, Inc. or one who fits your needs even better.
MY Wealth Management serves individuals (including high-net-worth clients), trusts, retirement plans and small business entities. The firm offers discretionary asset management, financial planning (including a complimentary planning session) and retirement plan consulting such as investment policy development, option review of plan lineups and ongoing monitoring. Investment strategies are tailored to client objectives and may include allocations to individual stocks and bonds, mutual funds, ETFs, options and, occasionally, margin positions; the firm employs fundamental, technical, quantitative and qualitative analysis and conducts regular portfolio monitoring and rebalancing. Accounts are managed on both a discretionary and non‑discretionary basis, and the firm recommends custody with major custodians while using a variety of execution and reporting tools. Notably, MY Wealth continues to sponsor and honor legacy wrap fee accounts and legacy Asset Management(2020) agreements while no longer offering wrap accounts to new clients—a practice that is uncommon among similar firms. The advisory team is small (two advisors managing roughly $156 million for about 114 clients) and the firm discloses related business activity by representatives as insurance agents, a relationship that clients should consider alongside its custodial recommendations.
To learn more about the advisors currently working at My Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Germantown, MD
| 8
| |
Germantown, MD
| 27
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")