MY Wealth Planners

"My husband and I have been working with Daniel for several years now. He has, without fail, tended to every detail of our financial goals and planning. His expertise and technical competence are second to none around, his guidance has been 100% sound, his follow through 100% complete, and his personal client interface beyond satisfactory. We feel like Daniel is a member of the family at this point and we trust him implicitly. We simply can't recommend him highly enough."

"After my longtime advisor suddenly passed, I had trouble finding a replacement. When I met Daniel though, he instantly impressed me with his professionalism, friendliness, and knowledge! He has my respect and most of all my trust in handling the dealings of my investments. I'd recommend him to anyone!"

"Dan has been extremely helpful with reducing the financial stress in my life. We began working with him in order to better meet our future retirement goals. He put together a detailed assessment of our financial health and provided clear actions to take. Not only has he provided great recommendations to meet our financial goals, but he has also taken my impact investing preferences into account and has incorporated them into our plan. We want to become more knowledgeable when it comes to investing, and Dan has been teaching us through this process. We highly recommend Dan."

"I have been working with Dan for the last five years. Dan takes the time to understand his clients financial goals and performs an in depth analysis to help his clients build an effective strategy to achieve said goals. Five years ago, Dan helped my wife and I develop goals and an intentional strategy to achieve our financial goals. Today, we have achieved the majority of our financial goals. I highly recommend him as a financial planner for you!"

"Dan Yerger at MY Wealth Planners has been and is a big help with our financial planning. We had been saving well enough but had no real idea how and when we could retire. And what we needed to have to retire. Dan evaluated our needs and current expenses and but together a plan that has clear goals and accountability. We are much more confident with our plans and future now. The fees are transparent and affordable. We highly recommend Dan Yerger at MY Wealth Planners and enjoy working with him."