myCIO Wealth Partners

Financial ServicesPennsylvania, United States51-200 Employees

myCIO is a Comprehensive, Independent and Objective (CIO) financial advisory firm which provides consulting services to over $12 billion dollar of investment assets of Individuals, Families, Endowments, Defined Contribution and Defined Benefit Plans and Trusts. myCIO was formerly Ernst & Young’s Philadelphia Investment Advisory Practice. 

myCIO Wealth Partners was formed as the result of Ernst & Young’s decision to exit the Investment Advisory and Wealth Advisory services as of July 1, 2005 as the result of Sarbanes-Oxley. myCIO is one of the largest completely Independent Wealth Management firms in the country and is a leader in Independent Objective advice. In 2007, former PricewaterhouseCoopers personnel joined myCIO when their former firm also decided to exit the investment advisory business.

Sign up for free to view info

Email Format Employee directory