Daniel Yerger, CFP®, MBA MY Wealth Planners™

About Daniel Yerger, CFP®, MBA, ChFC®, AIF®, CDFA®

MY Wealth Planners is the First & Only Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses attract and retain top talent through executive compensation planning.

An Army Veteran, Daniel 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 financial planner in Longmont, and a deep love of the Longmont community.

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Ideal Clients

  • Business Executives
  • Business Planning
  • Coronavirus Relief
  • Established Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • AUM: 1.00%

SEC Records

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