myFamilyCFO

What myFamilyCFO does

myFamilyCFO, Inc. is a privately held Registered Investment Adviser founded in 2006 by Patrick Bradley and headquartered in Wausau, Wisconsin. The firm operates as "The Manufacturer's Virtual Family Office," providing integrated financial advisory services primarily to manufacturing business owners. Its service offering covers investment management, retirement planning, estate planning, insurance planning, tax planning, money management, and business transition planning, delivered through a consultative, relationship-based model.

The firm's core differentiator is its proprietary "Your 4-Lane Story™" framework, which integrates longevity, money management, income tax, and family business transition planning into a single coordinated strategy. Supporting resources include an educational video library, interactive financial calculators, and a client dashboard login portal (wealth.emaplan.com) for portfolio access. The firm does not operate a proprietary technology platform; its digital infrastructure and content are provided through FMG Suite, and only two team members are publicly named — Founder Patrick Bradley and Life Insurance Team Lead Stefan Bruckel.

myFamilyCFO generates revenue through fee-based, recurring subscription arrangements documented in published fee schedules (Investment Management Fee Structure and Your 4-Lane Story™ Fee Structure). The go-to-market motion is sales-led and relationship-based, leveraging YouTube, LinkedIn, Calendly scheduling, and a Resource Center with calculators and articles. The firm holds Series 6, 63, and 65 securities licenses, has no parent company, has not raised external funding, and serves clients primarily in Wisconsin/USA.

Name

myFamilyCFO

Legal name

myFamilyCFO, Inc.

Website

https://myfamilycfo.net

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

myFamilyCFO is a privately held Registered Investment Adviser in Wausau, Wisconsin, founded in 2006 by Patrick Bradley. It operates as a "Manufacturer's Virtual Family Office," delivering integrated investment, retirement, estate, tax, insurance, and business transition planning to manufacturing business owners.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Multi-Family Offices (MFOs) (FSAAADAB)

akta.pro secondary industry

Retirement Planning & Long-Term Financial Planning Tools (FSAGADAI)

Keywords

• Investment advisory services
• Wealth management
• Retirement planning
• Estate planning
• Financial planning

Headquarters

HQ city

Schofield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Investment Management Services: Fee-based investment advisory services offered through myFamilyCFO, Inc., a Registered Investment Adviser. The firm charges fees according to a published fee structure for investment management services.
2. Financial Planning Services: Comprehensive financial planning services including estate planning, retirement planning, insurance planning, tax planning, and business transition planning. Revenue is generated through the firm's 'Your 4-Lane Story™' fee structure.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

myFamilyCFO is a Registered Investment Adviser operating as a virtual family office for manufacturing business owners. The firm delivers fee-based investment management and integrated financial planning services spanning retirement, estate, insurance, tax, and business transition planning. The proprietary 'Your 4-Lane Story™' framework coordinates longevity, income tax, money management, and family business transition planning into a single strategy.

Product overview

myFamilyCFO operates as a virtual family office serving manufacturing business owners, offering an integrated financial advisory platform. The core offering includes Virtual Family Office Services that integrate Investment Management, Life Insurance Solutions, Money Management, Income Tax Planning, Estate Planning, and Insurance Planning. The company also provides specialized planning tools including 'Your 4-Lane Story™' which combines longevity, money management, income tax, and family business transition planning. Additional resources include an Educational Video Library and Financial Calculators. The platform is built around dedicated team members including Founder Patrick Bradley (Manufacturing Owner Transitionist) and Life Insurance Team Lead Stefan Bruckel.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtual Family Office Services Comprehensive financial advisory services for manufacturing business owners, integrating life, money, tax, and business transition planning through a dedicated team of experts in financial, retirement, legal, investment, tax, insurance, and practice management disciplines.
• Investment Management Investment advisory services including portfolio management, risk assessment, and strategies tailored to individual risk tolerance and time horizon for manufacturing owners and their families.
• Your 4-Lane Story™ Integrated planning approach combining longevity, money management, income tax, and family business transition planning into a cohesive financial strategy for manufacturing owners and their families.
• Life Insurance Solutions Life insurance advisory services including creative case design, underwriting negotiation for medically challenging risks, and cost-effective life insurance solutions for manufacturing owner clients and their families.

Quantifiable outcome

• 100% community retention & satisfaction (stated metric)

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• FMG SuiteminorOthersFMG Suite provides the website platform and content development services for myFamilyCFO's online presence. FMG Suite develops educational content, financial planning tools, and website infrastructure used by the firm.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Buckingham Strategic Wealth: RIA providing evidence-based financial planning, investment management, and tax/estate coordination to HNW households and business owners. Matches myFamilyCFO's consultative, fee-based planning model and long-term relationship orientation.
• Carson Group: Wealth management firm serving advisors and business owners with planning, investment, and business transition solutions. Comparable to myFamilyCFO's focus on owner transitions and integrated planning, though operating at much larger scale.
• Creative Planning: Large, founder-controlled RIA offering comprehensive wealth management, tax, estate, and business transition services to HNW individuals and business owners. Comparable to myFamilyCFO in service breadth and owner-focused positioning, but at materially greater scale.
• Hightower Advisors: Wealth advisory platform supporting RIAs serving HNW clients and business owners with comprehensive planning and investment services. Comparable business model — relationship-driven advisory with multi-discipline service offering.
• Mariner Wealth Advisors: National RIA delivering integrated financial planning, investment management, tax, and estate services to HNW clients and business owners. Overlaps directly with myFamilyCFO's virtual-family-office value proposition across the same service lanes.
• CAPTRUST: RIA specializing in retirement plan advisory and wealth management for executives and business owners. Comparable to myFamilyCFO in retirement and owner-transition planning focus.
• Ronald Blue Trust: Wealth management firm providing financial planning, investment management, and estate services to HNW individuals, families, and business owners. Comparable service mix and consultative model to myFamilyCFO.

Broad incumbents

• Charles Schwab Wealth Advisory: Custodian-affiliated advisory service offering portfolio management and financial planning to a broad client base. Competes with myFamilyCFO for HNW and business-owner households, but with a different brand and platform model.
• Edelman Financial Engines: Largest independent RIA in the U.S., offering wealth planning, investment management, and financial advisory to a broad HNW and mass-affluent base. Represents the scaled-incumbent version of myFamilyCFO's advisory service model.

Emerging players

• Facet Wealth: Digital-first RIA delivering flat-fee financial planning and investment management to HNW households. Overlaps with myFamilyCFO's planning-first approach, but leverages technology and remote delivery as a differentiator.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@myFamilyCFO
• LinkedInlinkedin.com/company/myfamilycfo-inc-
• Xx.com/myFamilyCFO

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about myFamilyCFO