Advisors Join our Financial Firm

Join Our Family of some of the best talent throughout the country

We want to transform how the financial industry and your experience
We do not believe in the outdated agency distribution top-down approach. These models have not evolved and kept up with industry trends and have proven to be ineffective, not efficient, and more or less captive in nature. 

About

My Wealth Wisdom

My Wealth Wisdom, LLC, was established, first and foremost, to benefit our clients. As an independent organization that has an option for fee-based without any allegiance to a specific insurance or investment company, we share a cohesive, collaborative vision to keep our client's best interests above all else.

We work with top independent advisors throughout the country, nurturing their business growth and using our over 20 years of compliance experience to help our Advisors navigate an ever-changing regulatory landscape. Our first priority is meeting the needs of our Advisors and creating an environment that allows them to focus on their clients.

We have found that most people tend to view their investment strategy and their financial plan through the same lens. On the contrary, our philosophy centers around developing a comprehensive financial plan.

We begin by gathering facts, clarifying your goals, analyzing the results, and developing a roadmap of ongoing service designed to lead you towards success. Once each distinct and unique aspect of your financial picture has been carefully evaluated, we then have the knowledge and understanding necessary to design a holistic financial plan well-suited to advance your goals. This is built on a belief using Insurance and Investment tools to create an efficient planning outcome for individuals and businesses.

Join a firm that allows you to work in your business and let us work on your business with you.

You're in business for yourself, but not by yourself. In a complex world, come plug into our systems and tools, giving you instant efficiencies and scalability.


This allows you to become more profitable right from day one, giving you more time to spend with your clients or on the growth of your practice.

Our Values

Mission

We believe in guiding people to achieve financial peace of mind.

Our commitment is to develop meaningful relationships that reshape the financial well-being of the individuals and communities.

vision

We are the preferred source of trusted and objective financial advice for individuals, families and small businesses.

Our Client first process lets us showcase our values by being on the same side of the table with our clients.

We Believe

At My Wealth Wisdom, you will be part of a diverse leadership, transformative, culture. Our unique efficient financial planning
process will position you with a competitive advantage in the market place.
Through our training roadmap, you will be given on-going learning and mentorship to achieve mastery in our field. Ultimately, our
“Servant Leadership” culture will serve as the bedrock of why we do what we do. We provide financial security and confidence to our clients and the impact can be felt in the community we serve.

Perseverance

We establish a high bar for ourselves and are relentless about achieving success, always acting with the end goal in mind.

Relationships

The people we serve are more than clients or co-workers, we are partners on their journey.

Purpose

We work hard every day to exceed expectations and never fall short of what we promise we will do.

Are You A Fit 

Our Firm?

My Wealth Wisdom is excited to continue growing our team of like-minded and passionate individuals through the addition of wealth and Insurance planners and advisors . We are a continuously growing team of Wealth Management Advisors. The ideal wealth advisor or financial services planner or professional is someone who wants to take their business to the next level. They value a firm that will provide them with infrastructure and services that help support your bottom line revenue.

Is this you?

​Throughout our years of successfully supporting financial professionals, we have identified some common characteristics of representatives whom we have worked within our years of service. Do any of these characteristics describe you, a relationship with us could be an excellent fit:

  • A passion for putting the client first, always
  • Integrity in every aspect of your business and personal life
  • An entrepreneurial spirit
  • A desire to take your already successful practice to an even higher level of success, by combining the resources of our financial alliances with the guidance and support provided by My Wealth Wisdom
  • A verifiable annual GDC production of at least $100,000 in fees and commissions
  • Have produced at least a minimum of 50k of FYC in Insurance planning-products in a 12-month period
  • A desire to operate your business in an environment where other successful independent advisors and planners come together, with a common goal of helping each individual client reach their goals 

Preferred Requirements:

  • Previous financial planning industry experience
    Possess a team-oriented spirit and an ability to thrive through collaboration
  • Series 7, 66 preferred 
  • Life and Health Licensed 
  • CFP® Professional or CPA Professional
  • Extensive experience utilizing Advisor planning software
  • Experience in a client-facing role within the financial services industry

Throughout our years of successfully supporting financial professionals, we have identified some common characteristics of representatives whom we have worked within our years of service. Do any of these characteristics describe you, a relationship with us could be an excellent fit:

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