My Personal CFO, Inc. is a Registered Investment Adviser (RIA) that provides holistic financial planning and investment management services. Operating under a fiduciary standard, the company is legally obligated to act in its clients' best interests. Its "fee-only" model means it is compensated solely by its clients, avoiding the conflicts of interest associated with commission-based products. The firm's services are designed to be comprehensive, covering aspects like retirement planning, investment strategy, tax planning, and estate planning to serve as a client's central point of contact for all financial matters.

Founded in

United States