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 primarily serves individual and high‑net‑worth clients, and also works with charitable organizations, offering portfolio management through referrals to turnkey asset management programs (TAMPs) and third‑party advisers alongside broader financial planning services such as retirement, education, charitable and estate planning. The firm charges asset‑based fees that are collected quarterly through its TAMP partners rather than being deducted directly by the firm. The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, and it emphasizes manager due diligence and portfolio “MRI”/“GAP” reviews to align holdings with each client’s Investment Policy Statement and risk tolerance. YWM generally operates in a non‑discretionary capacity for client relationships, coordinating with Matson Money and Focus Partners in co‑advisor arrangements that implement discretionary management under separate client agreements. Notable distinctions from many peers include an affiliated law practice under common control and supervised persons who are licensed insurance agents, both of which the brochure discloses as potential conflicts when legal or insurance services are recommended. The firm also reports essentially all reported assets as non‑discretionary and relies on fee‑sharing and co‑advisory arrangements with TAMPs for implementation and fee collection, rather than managing discretionary AUM directly.

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.