Financial Advisors
Longmont, CO
MY Wealth Planners is a fee-only fiduciary wealth management firm serving Longmont and the surrounding area. They provide comprehensive wealth planning, investment management, financial planning for life transitions (including divorce), and compensation consulting. As fiduciaries bound by law to act in clients' best interests, they charge transparent fees with no commissions or hidden costs, ensuring unbiased advice tailored to each client's unique goals.
Ideal for: High-net-worth individuals, business owners, professionals navigating major life transitions, divorce cases requiring financial planning, those seeking unbiased investment management
Service area: Longmont, CO and surrounding Northern Colorado communities
Fiduciary Standard: Required by law to act in your best interest with no exceptions, ensuring unbiased financial advice.
Transparent Fee-Only Model: No commissions or hidden fees — planners are paid directly by clients, eliminating conflicts of interest.
Comprehensive Wealth Planning: Services span wealth management, investment management, divorce financial planning, and compensation consulting tailored to your complete financial picture.
Address: 720 100 Year Party Ct Suite 300, Longmont, CO 80504
Phone: (303) 600-3757
Website: mywealthplanners.com
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