402 Main Street Longmont, CO 80501 (303)-600-3757 daniel.yerger@mywealthplanners.com

Longmont’s First and Only CFP® Professionals Offering a Fee-Only Structure

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  • Home
  • Your Financial Wellbeing
    • How We are Different
    • Wealth Planning Process
    • Gathering Your Financial Data
  • News for You
    • Blog
    • Videos
  • Services
    • Wealth Planning
    • Investment Management
    • Business Benefits Consulting
    • Divorce Financial Analysis
  • Meet Our Team
    • Our Values
    • Our Investment Philosophy
    • Professional Credentials
    • Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
    • Contact Us
  • Client Login

Videos

Taking the Leap Ep. 8 – Carolyn MacCloud

April 28, 2020

Taking the Leap Ep. 7 – Dr. Carole Keim, MD

April 14, 2020

Taking the Leap Ep. 6 – Louis Toenjes, MBA

March 31, 2020

Taking the Leap Ep. 5 – Michael Linsley

March 17, 2020

Taking the Leap Ep. 4 – Anna Bond, JD

March 3, 2020

Taking the Leap Ep. 3 – Michael Pharris, CPA

February 17, 2020

Taking the Leap Ep. 2 – Steven South

February 4, 2020

Taking the Leap Ep. 1 – Dr. Chris McGilvray

January 22, 2020

Daniel Yerger

Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®

Wealth Planner in Longmont

402 Main Street Longmont, CO 80501

(303)-600-3757

daniel.yerger@mywealthplanners.com

Contact Us Meet the Team Schedule a Complimentary Appointment

The Content is developed from sources believed to be providing accurate information. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your situation. The opinions expressed and material provided are for general information.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

MY Wealth Planners LLC is a Registered Investment Adviser registered in the State of Colorado.