Your Money Matters Wealth Management, LLC

Overview

Your Money Matters Wealth Management, LLC is a small, independent advisory firm organized as an LLC and owned by an individual principal. The firm positions itself as a fee-for-service capital allocator that provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It serves both individual and family clients as well as some institutional relationships. Compensation options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm reports active interest in ESG investing and also identifies itself as a capital allocator that places client assets with external managers. It lists an industry affiliation with an insurance company, which may reflect product relationships or referral channels.

Assets & Accounts

Investments & Alternatives

Location & Offices