YOUR MONEY MATTERS WEALTH MANAGEMENT, LLC

Overview

Your Money Matters Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm provides financial planning and discretionary portfolio management for individuals, families and small-business clients, and it also acts as a capital allocator by selecting third‑party managers on clients’ behalf. Its business model includes fee arrangements by percentage of assets under management as well as hourly and fixed fees. The adviser identifies as an active ESG investor and lists an insurance company affiliation among its industry ties. It is not a multi‑state adviser and does not operate as a pension consultant or related adviser under the available disclosures.

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Location & Offices