Our Firm


At My Investment Advisor, we believe that a plan is a powerful tool. Reaching your long term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where My Investment Advisor comes in. We're trained, licensed professionals and we can draw on years of financial planning experience when creating a long term strategy.

Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.  We offer a broad range of financial products and services and have relationships with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life.