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Daniel Yerger, MBA, CFP®, ChFC®, AIF®

The only fee-only CFP® Professional in Longmont, CO.

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MY Wealth Planners Daniel Yerger, MBA, CFP®, ChFC®, AIF® (He/Him/His)
Longmont, CO

Serving Clients Nationwide

The only fee-only CFP® Professional in Longmont, CO.

Rated 5.0 out of 5
15 Certified Advisor Reviews™
Rate this Advisor

303-600-3757

Website

Areas of Focus

  • Career
  • Compensation Planning
  • Divorce Financial Planning
  • Employee Benefits
  • Owning a Business

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant (ChFC)

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

720 100 Year Party Court, Suite 300, Longmont, CO 80504

Meeting Options

  • Video Conference
  • In-Person
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

Offers Investment Management

Yes

Education

Kansas State University (Ph.D. in Progress), Colorado State University - MBA, University of Colorado Bachelors of History & Political Science

Volunteer Experience

NAPFA West Region Board FPA Executive Committee Longmont Area Chamber of Commerce -Public Policy Committee -Ambassadors -Education Committee

Awards and Honors

  • Boulder County 40 Under 40
  • Investopedia 100 (2021)
  • 2020 Building Bridges Award (LACC)
  • 2018 Ambassador of the Year (LACC)

Badges

Languages

  • English

SEC Lookup

View Disclosure

Who We Serve

  • Attorneys
  • Business Owners
  • Contractors
  • Corporate Executives
  • Couples
  • Dentists
  • Divorce
  • Dual Income Family
  • Healthcare Professionals
  • LGBTQ
  • Living in Retirement
  • Physicians
  • Remote Workers
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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Top Notch

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Feb 19, 2024
My husband and I have been working with Daniel for several years now. He has, without fail, tended to every detail of our financial goals and planning. His expertise and technical competence are second to none around, his guidance has been 100% sound, his follow through 100% complete, and his personal client interface beyond satisfactory. We feel like Daniel is a member of the family at this point and we trust him implicitly. We simply can't recommend him highly enough.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Cris C.
Cris C.

Impressed with his integrity and his commitment to his clients

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Aug 15, 2022
Having known Dan for a few years now I am impressed with his integrity and his commitment to his clients. As a client that has the majority of my retirement in real estate, he could have easily passed over me, looking for the next high dollar client. Instead he accepted me as a client AND does not reluctantly give me service, but always top notch. I know he will even do the same for younger clients that are just starting out. I would highly recommend Dan Yerger to anyone. You will not be dissapointed.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dave Gerke
Dave Gerke

I'd recommend him to anyone!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 28, 2022
After my longtime advisor suddenly passed, I had trouble finding a replacement. When I met Daniel though, he instantly impressed me with his professionalism, friendliness, and knowledge! He has my respect and most of all my trust in handling the dealings of my investments. I'd recommend him to anyone!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Amy Hughbanks
Amy Hughbanks

Excellent Financial Advisor

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Dan has been very helpful in helping us setting up an investment plan. We really don't know much about investing but Dan guided us thru the process. He is extremely knowledgeable and helpful with questions you might have even if your a novice investor. I certainly would recommend him to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tim and Kathy Seehafer
Tim and Kathy Seehafer

We highly recommend Dan

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Dan has been extremely helpful with reducing the financial stress in my life. We began working with him in order to better meet our future retirement goals. He put together a detailed assessment of our financial health and provided clear actions to take. Not only has he provided great recommendations to meet our financial goals, but he has also taken my impact investing preferences into account and has incorporated them into our plan. We want to become more knowledgeable when it comes to investing, and Dan has been teaching us through this process. We highly recommend Dan.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kara Bauder
Kara Bauder

I highly recommend him as a financial planner for you!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
I have been working with Dan for the last five years. Dan takes the time to understand his clients financial goals and performs an in depth analysis to help his clients build an effective strategy to achieve said goals. Five years ago, Dan helped my wife and I develop goals and an intentional strategy to achieve our financial goals. Today, we have achieved the majority of our financial goals. I highly recommend him as a financial planner for you!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. Chris McGilvray
Dr. Chris McGilvray

Outstanding Service

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Outstanding service with deep expertise in the industry. I like the simple fee structure and responsiveness of Dan and his team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Louis Toenjes
Louis Toenjes

I have had such a wonderful experience

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
I have had such a wonderful experience with Dan helping out my mother's estate and financial plan after the passing of my father. If you are looking for a trusted and knowledgeable person to help you manage your finances and grow your wealth look no further than Dan. Professional, caring, and a master at navigating difficult family conversations when it comes to money.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. Margo Gasta
Dr. Margo Gasta

He has done a phenomenal job

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
I highly recommend Dan Yerger at My Wealth Planners for your Financial Planning needs. He is extremely knowledgeable and is always able to make recommendations and provide advice in simple terms that make sense. He is always quick to respond and very laid back. He just gives you the information and never uses any high pressure sales tactics. He has done a phenomenal job for our family with regards to financial planning, investments and results!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sally Detweiler
Sally Detweiler

You know your needs are always looked after

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Always helpful with Financial details and advice. Caring, trustworthy, reliable, personable guidance on money matters. You know your needs are always looked after.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sandra Newcomb
Sandra Newcomb

I highly recommend you consider Dan Yerger

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
If you need a financial advisor, I highly recommend you consider Dan Yerger. He is extremely knowledgeable and focuses on helping me accomplish my goals while recognizing I have my own specific needs and that one solution does not fit all. He hasn't pressured me to use certain methods or investment tools. He tells me what I need to know to make informed decisions and consistently provides relevant information, as well as excellent insight and advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Sarah Pheral, Esq.
Sarah Pheral, Esq.

We are much more confident with our plans and future now

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Dan Yerger at MY Wealth Planners has been and is a big help with our financial planning. We had been saving well enough but had no real idea how and when we could retire. And what we needed to have to retire. Dan evaluated our needs and current expenses and but together a plan that has clear goals and accountability. We are much more confident with our plans and future now. The fees are transparent and affordable. We highly recommend Dan Yerger at MY Wealth Planners and enjoy working with him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dennis Thompson
Dennis Thompson

My modest investments have been managed very well.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Initially, there was an in-depth discussion and assessment of my needs and since then my modest investments have been managed very well. Dan is instantly responsive to any requests or questions I may have. How lucky to have found someone like this so that I can relax knowing that my retirement is secure.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Phyllis Dalla Betta
Phyllis Dalla Betta

I highly recommend him as a financial planner.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Prior to investing our money my husband and I had just let it sit in savings accounts and 401k accounts, even though my husband was retired and I was partially retired. When we met with Dan he did an in depth analysis of our funds and how we were spending, and presented options for investing the money. His analysis was great. He talked to us about opening a tax free account with an employer match from my company. As a sole proprietor this was valuable for me as it was my company with only one employee, me. He was able to figure out a way to start investing in 529 accounts to help with schooling without effecting our investments and living expenses. Even in this economy our investments have continued to make money, which tells me he is paying attention to our accounts, which is of course very important to us. I highly recommend him as a financial planner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Vicci Persons
Vicci Persons

Dan will stay my financial advisor for life.

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jul 26, 2022
Back in 2014, I relocated to Colorado because of a business acquisition of my previous employer. To help transition me into the new company, Dan took it upon himself to become my mentor, and well that mentorship quickly grew into a strong friendship. One of the most notable things is that he always made sure I had a place to go during the holidays. Truth be told, while I was in Colorado, I was living paycheck to paycheck and worried about my future. I knew I needed guidance and who best to turn to then the person that built a strong, trusting relationship with me. Dan helped me understand where I was at financially, what it would take to get me where I wanted to go, and the importance of investigating for my retirement outside of my employer’s plan. Now that I’m older (no grey hair) and a bit wiser, I can say I’m financially stable and no longer worried about my future. Dan is always a phone call, text, or email away if have any questions about my investments or want his opinion on something that I read online. He personalizes the experience by calling his clients every month to give them updates on their portfolio. I can say with confidence that Dan will stay my financial advisor for life.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Edward Quintana
Edward Quintana
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