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My Advisor & Planner LLC

My Advisor & Planner LLC


About Us

Private Wealth Management firm focused on serving high net worth and private business owners, their families, and their key employees.

Clients engage us for the following:
*Fiduciary Investment Management (Relationship Minimum is $500k)
* Life, Long Term Care, and Disability Income protection for Estate Planning and Business Planning
* Qualified Retirement Plans (401k/Profit Sharing)
* Non-qualified Deferred Compensation (Recruit, Reward, Retain Mission Critical Employees)

Independent. Seasoned industry veterans.


Sharon Piet speaking at M Retirement Symposium.
Ivy is waiting for you to visit our office!
Tom McCartney, founder.

Rep/Contact Info

Michael Holevas
Wealth Manager
Card image cap
Thomas S. McCartney
Founding Principal
Sharon A. Piet
Co-Founder, Wealth Manager RJFS