MY Wealth Planners
MY Wealth Planners is the First & Only Fee-Only Financial Planner in Longmont, CO. An Army Veteran, founder Daniel Yerger brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any planner in Longmont, and a deep love of the Longmont community.
Leaving a legacy, building a business, helping your community. These are common financial goals, but often how to accomplish them is the challenge. Building a Wealth Plan with MY Wealth Planners helps you understand where you are today and know where you’re going. That creates a sense of financial wellbeing. Our role as your Wealth Planners is to help you draw the line between today and tomorrow, to ensure you have a clear path to follow and live your best financial life.