myCIO Wealth Partners

Comprehensive • Independent • Objective

myCIO is a Comprehensive, Independent and Objective (CIO) advisory firm which provides financial consulting services to over $12.9 billion dollars of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans, and Trusts. myCIO serves as both the Chief Investment Officer and Chief Financial Officer for many of its clients and has a specialty in the area of Alternative Investments and fiduciary liability. We provide financial counseling services to more than 50 Former and Current Chairmen, CEOs and Presidents of S&P and Fortune 500 Companies.

myCIO Wealth Partners was ranked 9th Nationally in Forbes Americas Top RIA Firms List for 2023.

myCIO Wealth Partners was named #72 in Barron's Top 100 RIA Firms for 2024.

myCIO Wealth Partners had two of its Advisors included in the top 10 of the Forbes Best in State Wealth Advisors List 2024 for Pennsylvania East - Private Wealth.

*Please see disclosure link below for important information regarding the above awards.