What is MY Wealth Planners?
MY Wealth Planners LLC is a Registered Investment Adviser based in Longmont, Colorado, specializing in comprehensive wealth planning and investment management. They focus on creating tailored financial strategies that cover everything from retirement planning and tax planning to estate planning and asset allocation. Serving clients in Boulder, Denver, and surrounding areas, MY Wealth Planners takes pride in being fiduciary wealth planners—meaning they are legally required to act in their clients’ best interests, no exceptions. Their approach is rooted in transparency, community involvement, and a deep understanding of each client’s unique financial picture.
Main Benefits of MY Wealth Planners’ Approach
Their wealth planning process is designed to be thorough and client-focused, ensuring every financial detail is accounted for. Here are some key highlights:
- B Corp score of 114.8, reflecting strong commitment to social and environmental responsibility
- Fee-only service model—no commissions, no hidden fees, just straightforward payment from clients
- Personalized portfolios tailored to individual goals and financial situations
- Long-term support with quarterly updates, monthly investment reports, and ongoing financial guidance
- Local presence—team members live and work in the community, actively giving back through volunteering
The Wealth Planning Process Explained
The journey begins with an initial consultation to understand the client’s situation and expectations. From there, MY Wealth Planners gathers all relevant financial information—think 401(k)s, tax returns, homeowner’s insurance, and more—to build a complete picture. After reviewing everything together, they develop a detailed financial plan model that explores various scenarios and decisions ahead. Once a plan is chosen, specific recommendations and portfolio management strategies are implemented to help clients reach their goals. And because life is unpredictable, the process includes ongoing support to adapt and update the plan as needed.
Services Beyond Traditional Wealth Management
MY Wealth Planners offers more than just investment advice. Their services extend to compensation consulting for business owners and managers, helping ensure competitive employee benefits that attract and retain top talent. They also provide specialized divorce financial planning, assisting clients through collaborative or adversarial divorces to secure the best possible financial outcomes. This holistic approach means clients can rely on MY Wealth Planners for a wide range of financial challenges and milestones.
Transparency and Community Commitment
Transparency is a cornerstone of MY Wealth Planners’ philosophy. Their fee calculator is openly available, so clients know exactly what to expect without surprises. Plus, the team’s deep roots in the community mean they’re not just advisors—they’re neighbors who understand local economic dynamics and genuinely care about giving back. This connection fosters trust and a sense of partnership that goes beyond typical financial planning relationships.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting fair compensation consulting and financial literacy
- SDG 10: Reduced Inequalities – fiduciary duty ensures unbiased advice benefiting all clients equally
- SDG 12: Responsible Consumption and Production – transparent fees and ethical investment strategies
- SDG 17: Partnerships for the Goals – community involvement and collaboration with clients for long-term success
Why Choose MY Wealth Planners?
Choosing MY Wealth Planners means opting for a financial partner who’s not just about numbers but about people. Their fiduciary commitment guarantees clients’ interests come first, while their tailored wealth management strategies adapt to life’s twists and turns. Whether it’s retirement planning, tax strategies, or navigating complex situations like divorce, MY Wealth Planners offers clarity, support, and expertise. Plus, their local presence in Longmont, Boulder, and Denver means clients get advice grounded in real community knowledge. It’s financial planning with heart and smarts—ready to help clients build a secure, confident future.
