MBA, CFP®, ChFC®, AIF®, CDFA®
MY Wealth Planners
MBA, CFP®, ChFC®, AIF®, CDFA®
MY Wealth Planners
“Wealth Planning is the process of making the now you have become the future you want.” - Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
The only Fee-Only CFP® Professional living and located in Longmont, CO, serving those looking for highly qualified objective financial planning.
Daniel Yerger is a Longmont, CO fee-only financial planner. MY Wealth Planners provides comprehensive wealth planning, investment management, and divorce financial analysis to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Yerger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Daniel Yerger is a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Accredited Investment Fiduciary, and Certified Divorce Financial Analyst. He is the founder and owner of MY Wealth Planners® and works one-to-one with every individual and business working with MY Wealth Planners® to build their Wealth Plan, in addition to serving as the host of "A Smart Financial Plan", the first and only podcast for financial planners to develop financial knowledge directly from academic research in the field.
Daniel served in the United States Army as a Psychological Operations Specialist during Operation Enduring Freedom and graduated from Colorado State University with a Masters of Business Administration Certified in Finance and the University of Colorado Denver with a triple-bachelors in History, Political Science, and Military Science. After the military, Daniel worked for International Business Machines (IBM) in their Global Technology Services division, assisting in client services management and project implementation for organizations such as the Department of Defense, United States Postal Service, and Citi Group. Finally, in 2015, he launched the practice that would serve as the beginning of MY Wealth Planners®.
Since launching the firm, Daniel has received numerous points of recognition for his work in the field of financial planning, including the Longmont Area Chamber of Commerce’s 2020 Building Bridges and 2018 Ambassador of the Year Awards, speaking at the Financial Planning Association’s National Conference, received certificates of appreciation from the Financial Planning Association of Colorado for his pro bono work, and numerous achievement awards from Waddell & Reed, Inc. during the time he was affiliated with the organization.
Daniel is a Ph.D. student at Kansas State University, conducting research into fee-for-service financial planning business models, in order to help enhance the services clients around the country receive from their financial planners by ensuring that their compensation is best aligned with their client's best interest.
Beyond his educational and professional attainments, Daniel serves on several non-profit boards and committees, including the Association of the United States Army Colorado Chapter, the Public Policy, Education, Young Professional, and Ambassador committees of the Longmont Area Chamber of Commerce, the Business Advisory Committee of Front Range Community College, the Financial Planning Association's National NexGen Committee, and has served as the annual platinum sponsor of Boulder County Senior Law Day since 2018.
In his free time, Daniel runs with his dogs Laila and Monroe, volunteers at Front Range Community College and the local high schools, games with friends going back as far as middle school, and spends quality time with his partner Kaitlyn. They live together in Longmont, CO.
Daniel Yerger is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
MY Wealth Planners is the First & Only Fee-Only Financial Planner in Longmont, CO. An Army Veteran, founder Daniel Yerger 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 planner in Longmont, and a deep love of the Longmont community.
Leaving a legacy, building a business, helping your community. These are common financial goals, but often how to accomplish them is the challenge. Building a Wealth Plan with MY Wealth Planners helps you understand where you are today and know where you’re going. That creates a sense of financial wellbeing. Our role as your Wealth Planners is to help you draw the line between today and tomorrow, to ensure you have a clear path to follow and live your best financial life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Employer Benefits Planning
- Tax Planning
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Daniel Yerger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Daniel Yerger is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Daniel Yerger is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Daniel Yerger is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Daniel Yerger is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Daniel Yerger is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Daniel Yerger is a Certified Divorce Financial Analyst® (CDFA®)
A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Daniel Yerger Named to Investopedia's 100 Top Financial Advisors of 2021
Daniel Yerger is the Author of Getting In The Door: Starting a Financial Planning Career
Daniel Yerger is Quoted on PolicyGenius: "The 2 big reasons Americans took on so much debt in 2021
Daniel Yerger is a Guest on the Military to Financial Planner Podcast: "Career Changer Advice: Daniel Yerger Interview"
Daniel Yerger's Blog Post Mastermind Monday: How to Avoid a Financial Lemon is Featured on Real Life PLanning
Daniel Yerger is Quoted in MarketWatch: "'It still shocks me when I look at my account.' How financial advisers are coping with the bear market."
Daniel Yerger Contributes to Advisor News: "Is Your Client Being Fairly Compensated? It Might Be Time To Ask"
Daniel Yerger Published "Research-Based Approaches: Thinking Beyond the Financial Facts and Examining the Gender Pay Gap" in the Journal of Financial Planning
Daniel Yerger is a Ph.D. in Personal Financial Planning Student at Kansas State University - Anticipated Graduation 2024
Daniel Yerger Contributes to the FPA Next Generation Planner Magazine: "A Glimpse into Compensation Types: Commission and Fee"
Daniel Yerger is Quoted in InvestmentNews: "Advisers wary of becoming gatekeepers to private markets"
Daniel Yerger is Quoted in Financial Planning Magazine: "Advisors can now offer 401(k)s with Betterment, but some are skeptical"
Daniel Yerger is Quoted on CBS News: "Trump administration moves to squash "socially responsible" investing"
Daniel Yerger was the Featured Presenter on Investment Planning as part of the FPA's 2020 Summer Virtual Externship
Daniel Yerger is Featured on FPA Retreat 2020
Daniel Yerger is a Member of the Longmont Area Chamber of Commerce
Daniel Yerger Contributed to The Next Generation Planner: "Start Asking Better Questions"
Daniel Yerger Participated in NexGen Mini Talks: The Future of Financial Planning on You're A Financial Planner...Now What? Podcast
Daniel Yerger Can Be Heard on You're A Financial Planner...Now What? Discussing: "Charging What is Fair"
Daniel Yerger is a Member of BNI
Contact Daniel Yerger
402 Main St
Longmont, CO 80501-5535