Independent | Fiduciary
Wealth Management

Located in Midland, MI with an office in Maui, HI

free financial review

Financial Planning

Get on track to reach your financial goals though a comprehensive plan.

Investment Management

Focused solely on our clients' best interest without the Wall Street agendas.

Estate Planning

We weave expert estate consulting directly into your unique objectives.

Retirement Planning

A peace of mind with a retirement income distribution plan.

Tax Strategies

Integrating investment and tax strategies into your overall financial goals.

Risk Management

We identify your level of risk to formulate a comfortable strategic path.

As a fiduciary, we provide independent, unbiased advice.

My Financial Coach provides unencumbered advice and operates under the Fiduciary Standard of always putting the clients' interests first.

Bruce Beckett

Chief Compliance Officer
Co-Founder
Financial Advisor

Mark Fetterolf

Co-Founder
Financial Advisor

Your Team

My Financial Coach

Wealth Management built for you.

Whether you are just starting your financial journey, enjoying your peak earning years or near retirement, My Financial Coach helps our clients navigate confidently through life’s financial decisions.

Our Services

Get a complimentary financial review

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Let's begin

Bruce Beckett (989) 239-5189

Mark Fetterolf (989) 859-5376

Independent | Fiduciary Wealth Management