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Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®

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

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MY Wealth Planners Daniel Yerger, MBA, CFP®, ChFC®, AIF®, CDFA®
Longmont, Colorado

Serving Clients Nationwide

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

Rated 5 out of 5
14 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

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

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Certified Divorce Financial Analyst (CDFA)
  • 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

402, Main Street, Longmont, Colorado, 80501

Meeting Options

  • Video Conference
  • In-Person

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

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

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Impressed with his integrity and his commitment to his clients

✅ Wealthtender Certified Advisor Review™
Rated 5 out of 5
August 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 out of 5
July 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 out of 5
July 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 out of 5
July 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 out of 5
July 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 out of 5
July 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 out of 5
July 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 out of 5
July 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 out of 5
July 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 out of 5
July 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.