A complete list of active advisors currently associated with Your Best Move Inc
Warmer can help you find a great advisor at Your Best Move Inc or one who fits your needs even better.
Your Best Move, Inc. is a fee-based registered investment adviser that provides financial planning, retirement and investment planning, consulting, and outsourced assets-under-management through third‑party managers. The firm serves planning and AUM clients and identifies a niche client base that includes current, former, and retired federal employees and their family members, with additional services aimed at career and employer‑benefit assessment. The firm’s investment approach emphasizes passive, total‑market oriented strategies, investor behavior education, and clear decision‑making guardrails to help clients tolerate market volatility. It acts as a co‑advisor/solicitor to preferred third‑party managers (including a stated relationship with Efficient Advisors, which uses Vanguard funds) and does not accept custody or discretionary trading authority for client accounts. Compared with many peers, the firm combines hourly planning engagements with asset‑based management rather than relying solely on AUM fees, and it formally uses and selects other advisers/third‑party managers to implement client portfolios. The practice also highlights an uncommon planning niche — analyzing the financial value of careers and employer benefits — and maintains a defined technology stack (Income Lab, Portfolio Lab, DataPoints, etc.) to support planning and portfolio analysis.
To learn more about the advisors currently working at Your Best Move 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 |
|---|---|---|
Bardstown, KY
| 22
|
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