A complete list of active advisors currently associated with MyFi Wealth Management, LLC

Warmer can help you find a great advisor at MyFi Wealth Management, LLC or one who fits your needs even better.

MyFi Wealth Management, LLC provides discretionary investment management and financial planning to individual and high‑net‑worth clients. The firm operates as a solo practice and manages roughly $1.5 million across seven client relationships, generally onboarding clients who fit its investment strategy. The firm follows a goal‑based process that emphasizes growth and capital preservation through asset allocation and risk management, implementing portfolios with exchange‑traded funds, individual securities, and the selective use of options for tactical hedging. Equity exposure is managed with a top‑down sector approach centered on S&P 500 sector weightings and tactical sector over/under allocations, and options strategies are used only with client consent and are not designed to leverage portfolios. A distinguishing feature of the firm compared with most independent advisers is that its materials disclose advertised performance results, a practice relatively uncommon among peers. The sole adviser is a CFA charterholder but also discloses an outside business role as a Business Director at a home‑healthcare company for approximately 20 hours per week during trading hours, a fact clients may consider when assessing adviser availability.

To learn more about the advisors currently working at MyFi Wealth Management, 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.