My Advisor & Planner is an independent, privately-held wealth management team based in Geneva, Illinois and with clients from coast to coast. As veteran wealth management advisors, Tom McCartney and 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!
Copyright © 2023 My Advisor & Planner LLC - All Rights Reserved.
65 N. River Lane, Suite 212, Geneva, IL 60134 | (630) 457-4068
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. My Advisor & Planner, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services.
We have purchased a historic building in downtown Geneva and will be moving in at the end of September. Keep checking in for exciting updates!