My Money MGR

My Money Mgr is an independent, fee-only advisory firm that serves individual clients, including high‑net‑worth households, with discretionary investment management and project‑based financial planning. Offerings span asset allocation and portfolio management across stocks, bonds, mutual funds and ETFs, along with planning services such as business planning, employee benefits optimization, estate planning, and tax‑aware strategies.

The firm develops individualized investment policies through personal discussions and implements them using a mix of passive and active approaches, informed by fundamental, technical and charting analysis to select funds and individual securities. Accounts are generally managed on a discretionary basis with quarterly reviews, and custody, trade execution and client reporting are handled by third‑party custodians; the firm relies on custodian statements rather than producing separate performance reports.

Distinctive features include a very small client roster—seven clients with about $6 million in assets under management—producing a relatively high assets‑per‑client profile, and operation as a single‑advisor, no‑staff practice that maintains access through two offices, which is atypical for firms of this size. The firm was recently registered (2023), does not accept commissions or participate in wrap programs, and offers project‑based, hourly financial planning in addition to its percentage‑of‑AUM advisory services.