About MY Wealth Management, Inc.
An independent, Registered Investment Advisory (RIA) firm focused on standing by your side as you prepare for retirement, enjoy your independence, and pass on your legacy. We understand that life doesn't always move forward as planned. That's why we're here to help you navigate the twists, turns, and bumps ahead as you move into and throughout retirement.
See Disclosures
General Information
Firm Start Year
2013
No. of Employees
2-4
CRD#
2818198
Firm CRD#
168566
Insurance License#
66681
Name of Custodial Firm
Charles Schwab and Interactive Brokers
States Licensed in
MD
Years of Experience in Financial Services
28
Number of Years with Current Firm
11
Work Experience
As a co-founder of MY Wealth Management, Inc., my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B.
I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER(™) designations. Previously, I worked for Prudential Securities, First Union, and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Annuity, Health, Life, Disability, Long Term Care
Firm Information
Firm's Number of Clients
130
Assets Managed by Firm
$140,000,000
Advisor's Number of Clients
130
Assets Managed by Advisor
$140,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892277/financialplanners-MY-Wealth-Management,-Inc.-detailed-disclosure.html
Disclaimer
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