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MY Wealth Planners

MY Wealth Planners LLC

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Certified B Corporation

What they do

MY Wealth Planners provides wealth management, investment management, compensation consulting, and divorce financial planning services to individuals.

Mission statement
To provide fee-only fiduciary financial planning advice while prioritizing the needs of clients, employees, and the community over pure profit.

Status

Private

Industry

Financial Services & Fintech

Headquarters

Longmont, Colorado

Founded

2015

Sources (3)

Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.