MY Wealth Planners

MY Wealth Planners is a Financial Planner in Longmont, CO. The firm offers wealth management, investment management, compensation consulting, and divorce financial planning services, catering to individuals and businesses seeking comprehensive financial guidance. The team emphasizes a fiduciary approach, tailoring portfolios to individual goals and maintaining transparent, fee-only services without commissions or hidden costs. MY Wealth Planners serves clients in the local community and beyond, with a focus on building long-term financial plans.

The firm is led by Dr. Daniel M. Yerger, a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Accredited Investment Fiduciary. Dr. Yerger founded MY Wealth Planners and supports the financial planning process for all clients, drawing on his academic and professional background in personal financial planning, business administration, and experience with IBM and the U.S. Army. The team includes Anahi Sarmiento Garcia, Noa Gold, and Stephanie Young, who provide support in wealth planning analysis and client services.

MY Wealth Planners is deeply embedded in the local community, with a team that actively volunteers and supports Longmont. Their commitment to transparency, fiduciary responsibility, and tailored financial planning reflects their mission to help clients achieve their financial goals with confidence.