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+1 (805) 380-MYRA

FREE Services

For everyone who wants to better manage their personal finances — for free.

FEATURES

  • Personal Financial Website & Mobile App
  • Access to Insights (and Blogs)
  • Advice from Guest Speakers (via Podcast)



FINANCIAL PLANNING

For individuals (and families), who seek a comprehensive, fee-only, fiduciary financial planner to provide financial planning, investment management and tax preparation - all in one place.

If you're a current student (or recent graduate), check out MYRA Wealth for Students

FEATURES

  • Personal Financial Website & Mobile App
  • Access to Insights (and Blogs)
  • Advice from Guest Speakers (via Podcast)
  • Access to our Member Network
  • Discounted pricing at our preferred Partners & Vendors



Financial Planning

  • Personal Finance Education
  • Education Savings
  • Insurance & Risk Management
  • Investment Planning (but no Management)
  • Tax Planning & Strategies
  • Retirement Savings
  • Estate Planning
  • Employee Benefits Selection
  • Other Ad-hoc Planning



Add-ons

INVESTMENT MANAGEMENT

For individuals (and families), who seek a comprehensive, fee-only, fiduciary financial planner to provide financial planning, investment management and tax preparation - all in one place.

If you're a current student (or recent graduate), check out MYRA Wealth for Students


FEATURES

  • Personal Financial Website & Mobile App
  • Access to Insights (and Blogs)
  • Advice from Guest Speakers (via Podcast)
  • Access to our Member Network
  • Discounted pricing at our preferred Partners & Vendors


Financial Planning *

  • Personal Finance Education
  • Education Savings
  • Insurance & Risk Management
  • Investment Planning
  • Tax Planning & Strategies
  • Retirement Savings
  • Estate Planning
  • Employee Benefits Selection
  • Other Ad-hoc Planning

* Included for free for clients with Investment Management fees that exceed $6,000 per year

Investment Management

  • Account Setups (incl. Trad IRA, Roth IRA, Brokerage)
  • Determining asset allocation
  • Ensuring portfolio diversification
  • Portfolio creation (incl. ETF selection)
  • Incorporating investment risk
  • Planning for investment taxes
  • PE / VC Investments
  • Rental Property Investments 
  • Luxury Goods (Yachts, Jets, Art, Collectibles)
  • Assessing Alternative Investments

Add-ons

Premium Services