Samantha Rauch

MY Wealth Planners

Associate Financial Planner

Samantha Rauch

MY Wealth Planners

Associate Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Samantha Rauch

The only Fee-Only CFP® Professional living and located in Longmont, CO, serving those looking for highly qualified objective financial planning.

Samantha Rauch is a Longmont, CO fee-only financial planner. MY Wealth Planners provides comprehensive wealth planninginvestment 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, Samantha Rauch is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Samantha Rauch is an Associate Financial Planner with MY Wealth Planners®. She serves as “second chair” in the development of Wealth Plans for clients of MY Wealth Planners®. Samantha has completed her Bachelor of Science in Finance with a certification in Personal Financial Planning from the Leeds School of Business at the University of Colorado Boulder. She is currently studying for her CFP® exam to help further her technical knowledge in the practice of financial planning. After completing the exam, Samantha will continue to learn and grow by pursuing other certifications of interest in the field. She hopes to gain as much knowledge and exposure in this role as she possibly can!

Samantha grew up in the small town of Basalt, Colorado, with her mom, dad, and younger brother. She decided to go to the University of Colorado Boulder to stay close to friends and family. Samantha knew going into college that she loved working with people and started as a psychology and communications major. She felt like something was missing, and transferred into the Leeds School of Business, where she took her first intro into financial planning class and loved it. Her internship with MY Wealth Planners® that following summer solidified her sentiment that she had made the right decision and was truly passionate about financial planning. She hasn’t looked back since.

Some of the things Samantha enjoys most about the profession so far include meeting and getting to know many different types of people. She also enjoys the back-end plan work and the strategizing that goes into it. Samantha is excited to take on clients of her own and to further her expertise in financial planning.

Samantha enjoys spending time with friends and family, trying new restaurants, and spending time outdoors. In the near future, she wants to get a French Bulldog named Billie. She also enjoys traveling and hopes her next trip will be to South America or back to Europe. Samantha currently lives in Denver, CO.

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

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • Growing Families
  • Sudden Money Situations
  • Solopreneurs

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Contact Samantha Rauch

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Office Locations:

  • 402 Main St
    Longmont, CO 80501

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