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 160 registered representatives, we are the only fee-only fiduciary firm offering the services of a CERTIFIED FINANCIAL PLANNER™ Professional and Accredited Investment Fiduciary. While many of these Financial Advisors are great people doing good work for their clients, the lack of any significant consumer protection regulations, required qualifications, or even ethical code, led us to take a different path.
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 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. Don’t believe your current Financial Advisor takes that sort of compensation? Provide them with this questionnaire and ask them to fill it out and explain how it’s completed, or just ask us to show you where it’s disclosed in the fine print on their regulatory filings.
Uncertainty, debt, the next stage in life. No matter where you are, there is always a risk that something stressful or unknown is around the corner. The Wealth Planning process helps to create your sense of Financial Wellbeing, removing stress and uncertainty from your life and providing clarity about where you’re heading.
"Wealth Planning is the process of making the now you have become the future you want."
We are required by law to act in your best interest. No exceptions!
Our comprehensive Wealth Planning approach allows us to design a portfolio specifically suited to your unique goals.
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 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.