A complete list of active advisors currently associated with MyFinancialPro, LLC

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

myFinancialPro provides wealth management and standalone financial planning to individual and high‑net‑worth clients, delivering discretionary portfolio management alongside financial planning and consulting. Portfolios are constructed using mutual funds, ETFs, individual stocks, bonds and, where appropriate, legacy positions retained for tax or fit reasons. The firm’s investment process emphasizes strategic asset allocation with a primarily long‑term focus, combining fundamental, technical and behavioral analysis and periodic rebalancing. It also uses proprietary quantitative/algorithmic methods to identify opportunities and may hold shorter-term positions or cash as hedges when warranted. Noteworthy for an independent advisor of its size, the brochure discloses use of derivatives in separately managed accounts — a practice the firm presents as part of its implementation toolkit and that is uncommon among peers. The advisor also maintains an institutional platform relationship with Fidelity that provides custody, trading, research and technology support, and the brochure describes related benefits and potential conflicts as well as the specific operational and model‑risk considerations tied to its quantitative strategies.

To learn more about the advisors currently working at MyFinancialPro, 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.