My Advisor & Planner is an independent, privately-held wealth management firm based in Geneva, Illinois and with clients from coast to coast. As veteran wealth management advisors, founder Tom McCartney and Sr. Wealth Advisor Sharon Piet work as a team to help identify and address your unique needs related to your lifestyle and legacy goals. We’re here to help with financial planning, investment management, retirement plans, and more. You can learn more about us on the "Our Team" page and more about the services we offer on the "Professional Services" page.
We also believe in balance and give back to our professional and social communities by actively sharing our time, talent, and treasure. For more information about the organizations we support and the professional organizations to which we belong, visit the "Walking the Walk" page.
With client confidentiality as our cornerstone, you can count on us to be honest, professional, and transparent.
Our investment philosophy is time-tested and supported by empirical data. We create and fulfill custom strategies for our clients without using proprietary investment products removing a potentially significant conflict of interest.
Our insurance recommendations for estate and/or business planning are always customized with your best interest in mind. Strategies are fulfilled utilizing only highly-rated insurance carriers.
Let us help you assure your lifestyle and legacy!
We are proud to be an M Financial Member Firm. M Financial Group is the leading life insurance distribution, service, and product organization serving high-net-worth individuals, executives, and employers. The network of independent M Member Firms provides clients independent advice, exclusive insurance products, wealth solutions, executive benefits, and retirement services—and the exceptional service that has distinguished M for over 40 years. You can learn more about M Financial Group at www.mfin.com.
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Traditional life insurance as well as securities offered in IL, IN, FL, MI, MN, OH, and WI. Securities also offered in AZ, CA, CO, IA and MO. Residents of other states should consult a locally licensed representative for insurance and/or securities products. As our registrations in additional states progress we will update this site. Securities & Investment Advisery Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Registered Investment Adviser. Member FINRA/SIPC. My Advisor & Planner LLC is independently owned and operated and is a member of the M Financial Group. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please also visit www.finra.org and www.sipc.org for more information.