MY Wealth Planners LLC

MY Wealth Planners LLC is a fee-only fiduciary financial planning firm based in Longmont, Colorado. They are dedicated to acting in their clients' best interest, offering a comprehensive wealth planning approach tailored to individual goals. They are committed to transparency, with no hidden fees or commissions, and their planners are CERTIFIED FINANCIAL PLANNER™ professionals. They offer services including wealth management, investment management, compensation consulting, and divorce financial planning, ensuring clients receive unbiased advice and support.

MY Wealth Planners LLC is also deeply committed to the Longmont community. They believe in giving back and volunteer their time accordingly. They are a Certified B Corporation, with an organizational mandate to engage in stakeholder governance, considering the impact of all decisions on employees, clients, the community, and the environment. They are actively involved in initiatives that address local economic needs and promote social responsibility.

MY Wealth Planners offers competitive benefits to its employees including a compensation model based on Longmont, CO residency. They offer a benefits package that includes health insurance, dental insurance, vision insurance, and life insurance, as well as paid time off, sick leave, and holidays.

MY Wealth Planners is a fee-only fiduciary firm committed to providing unbiased and transparent financial planning services for individuals and families. They offer a comprehensive wealth planning process that encompasses all aspects of a client's financial life, from investment management and retirement planning to employee benefits consulting and divorce financial planning. Their mission is to help clients build their sense of financial well-being so they can live their best financial lives.

MY Wealth Planners promotes a culture of integrity, loyalty, and selfless service. The company emphasizes ethical conduct and prioritizes the needs of its clients and community over profits. This commitment is reflected in their status as a Certified B Corporation and their dedication to volunteering time and resources to local non-profit organizations.

MY Wealth Planners LLC is a Certified B Corporation, committed to stakeholder governance and incorporating the impact of decisions on employees, clients, the community, and the environment. This commitment is reflected in their core values, which emphasize selfless service, integrity, and loyalty. Their commitment to diversity, equity, and inclusion is evident in their team's makeup and their proactive efforts to engage in community outreach and support for non-profit organizations.