A complete list of active advisors currently associated with MY Wealth Planners

Warmer can help you find a great advisor at MY Wealth Planners or one who fits your needs even better.

MY Wealth Planners serves individual clients, including high-net-worth households, and also works with employer plan sponsors, charitable organizations, and businesses. The firm provides ongoing financial planning, retirement and tax planning, investment management (typically bundled with planning), employee compensation consulting, divorce financial analysis, business planning, and risk/insurance reviews. The firm’s investment process is grounded in modern portfolio theory and primarily uses passive vehicles while selectively employing active managers and strategic fund selection. Clients are placed into a structured ongoing planning relationship with periodic meetings and discretionary portfolio management; the firm uses block trading and a national custodian to execute and settle client transactions. Noteworthy features for a small, supported advisory firm include the routine inclusion of non-managed assets (for example, home equity or business interests) in the advisory relationship and a bifurcated approach to how managed and non‑managed assets are handled and billed, with investment management generally offered as a bundled planning service. The firm’s leadership holds advanced academic credentials and maintains teaching and community-college advisory roles, and the firm also authorizes verbal client instructions and does not accept proxy‑voting or class‑action participation on client securities.

To learn more about the advisors currently working at MY Wealth Planners, 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.