About My Advisor & Planner
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 opened the firm's doors in 2015 working as a team to help identify and address clients' unique needs related to their lifestyle and legacy goals. Functioning more like a mult-family office than a traditional branch office of a large firm, the team has grown with Michael Holevas coming aboard in April of 2022. 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.
Why Us?
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!