A complete list of active advisors currently associated with MyFamilyCFO, Inc.
Warmer can help you find a great advisor at MyFamilyCFO, Inc. or one who fits your needs even better.
myFamilyCFO, Inc. provides comprehensive financial planning and wealth management to individuals, families, entrepreneurs and businesses, including plan sponsors and other organizational clients. Services focus on longevity planning, time‑segmented income planning, income‑tax strategy (with tax work coordinated with credentialed professionals), business transition planning, and portfolio management or referrals to third‑party managers. The firm delivers advice through a proprietary Your FuturePresent Story framework made up of four interconnected planning modules and offers a modular engagement model so clients can address single chapters as needed; work products can be delivered in hardcopy, electronically, or via a secure, HIPAA‑approved client portal. Engagements are primarily consultative and non‑discretionary—myFamilyCFO performs fundamental analysis, monitors investments, and may recommend or monitor SEC‑ or state‑registered third‑party advisers who may have discretionary authority. Compared with many solo independent advisers, myFamilyCFO serves pension and profit‑sharing plan clients and maintains selling/servicing relationships with retirement services providers, while the principal also owns a private asset and risk management company—arrangements that are less common for firms of this size. The firm uses fixed, negotiable advisory fees rather than percentage‑of‑assets billing and may receive referral compensation from third‑party administrators, while operating as a single‑advisor practice with a small client roster.
To learn more about the advisors currently working at MyFamilyCFO, 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 |
|---|---|---|
Wausau, WI
| 42
|
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