How We Are Different
Nationally there are over 300,000 people who call themselves Financial Advisor. We decided to shun that title because Financial Advisor is an unregulated title adopted by insurance agents, stockbrokers, and others who want to hold themselves out as giving advice while actually being in the business of selling products. Even in a city like Longmont, Colorado, with over 130 registered representatives, “…we are the only
fee-only fiduciary wealth management firm led by a Ph.D. in Personal
Financial Planning, offering the services of a CERTIFIED FINANCIAL
PLANNER® Professional and Accredited Investment Fiduciary.
At MY Wealth Planners®, you will work with a CERTIFIED FINANCIAL PLANNER® Professional, working on a fee-only fiduciary basis, bound by law to make recommendations in your sole best interest, with a duty of loyalty and a duty of care. That means we don’t accept compensation from third parties, profit sharing, or commissions from fund companies, insurance carriers, or anyone else.
"Wealth Planning is the process of making the now you have become the future you want."
All-in-One
Services
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We offer comprehensive fee-only financial planning and investment management under a unified service model.
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Fees
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With Fee-Only services our planners never earn commissions and there are no hidden fees – we only accept payment directly from our clients to ensure we are unbiased.
We Live and Work
Where You Do
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We are part of the community. This is where we live and work. Our team believes in giving back to the community and we volunteer our time accordingly.
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Compensation
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Our clients share their financial picture with us, and we share our financial picture with them. See how everyone at MY Wealth Planners is compensated.