MY WEALTH PLANNERS

Overview

My Wealth Planners is an independent Registered Investment Adviser operating as a Limited Liability Company that serves both individual and family clients as well as institutional relationships. The firm bills on a percentage-of-AUM and fixed-fee basis and provides a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. It reports being an active ESG investor, indicating that environmental, social and governance factors are incorporated into at least some client strategies. The firm’s operating model is primarily discretionary portfolio management, with a heavy emphasis on equities and exchange-traded vehicles. My Wealth Planners is owned by an individual and is not structured as a capital allocator; instead it relies on third-party managers and standard investment vehicles to implement client portfolios. Given the stated advisory services and client base, the firm appears positioned to deliver customized planning and managed accounts alongside select fee-based fixed engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices