A complete list of active advisors currently associated with Your Wealth Matters LLC

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

Your Wealth Matters LLC provides advisory services to individuals, high‑net‑worth clients, and charitable organizations. The firm directs clients to third‑party asset managers and turnkey asset management programs for portfolio management and also offers a separate portfolio analysis service (described as an “MRI/GAP”) for a flat, upfront fee. YWM’s stated investment approach uses modern portfolio theory and a long‑term trading perspective, emphasizing diversified mixes of equities and fixed income with periodic rebalancing. Rather than trading with discretion, the firm refers and co‑advises through partner TAMPs (including Buckingham Strategic Partners and Matson Money) and does not exercise investment discretion or take custody of client accounts. Noteworthy aspects of the firm include that its reported assets under management are almost entirely non‑discretionary (the brochure lists $70,961,162 as non‑discretionary and $0 discretionary), and that YWM receives fee‑sharing compensation from the third‑party managers it recommends — a relationship the brochure discloses and describes in its selection and review processes. The firm’s explicit description of its referral/co‑advisory arrangements and its standalone portfolio “MRI/GAP” offering differentiate it from many peers.

To learn more about the advisors currently working at Your Wealth Matters 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.