MYFINANCIALPRO, LLC

Overview

Myfinancialpro, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and discretionary portfolio management. The firm shows a clear preference for equity exposure, using exchange-traded instruments as its primary building blocks while supplementing core portfolios with external alternative managers where appropriate. Investment activity centers on liquid, tradable securities for core allocation and selective use of third-party hedge fund and real estate managers to add diversification and return streams that behave differently from public markets. Fee relationships combine a percentage of assets under management with hourly billing for planning or consultative work. Portfolios are managed with a tilt toward cost-efficient, liquid vehicles—exchange-traded equities and mutual funds—while alternatives are accessed via outside managers rather than in-house fund vehicles. Given the scale and client mix, the firm appears to implement tailored portfolios for high-net-worth households and small-business owners, balancing core equity exposure with complementary alternative allocations to address income, inflation protection and return smoothing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices