MyLifeBroker - Certified Financial Fiduciary Advisory

We stand for our clients' best interests.

We're fiduciaries.

EXPERIENCE YOU NEED. RESULTS YOU WANT.

We take time to understand our clients.

MyLifeBroker, headquartered in Wilmington, Delaware, serves clients across the United States. Our mission is to provide the families and businesses we serve with innovative financial strategies, and planning that result in financial clarity, stability, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at MyLifeBroker.

MyLifeBroker provides investors custom-tailored wealth management to meet short- and long-term needs. Our goal at MyLifeBroker is to help our clients realize their financial goals by offering creative strategies through an open and transparent process to achieve financial independence.

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Services

Here are the services we can offer you.

We’re here to help. Let us show you what we can do. With many years of combined experience and industry knowledge — 20+ — we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to wealth management.

WHY CHOOSE mylifebroker

our process is different

01. We know wealth management.

Everyone earns money at some point, but not everyone manages their wealth.

02. We're fiduciaries.

We stand for our clients’ best interests.

03. We’re here to help.

We understand each client is unique and faces different challenges, which is why we take a personalized approach to wealth management.

HELPING WHERE IT COUNTS

Certified Financial Fiduciaries

As a Certified Financial Fiduciary, one must agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

To become a Certified Financial Fiduciary®, financial professionals must exemplify high standards of morals, ethics, and fiduciary standards of service, complete a rigorous training and certification process, pass a certification exam, pass a full background check, and agree to the NACFF terms of awarding and maintaining certification and to uphold the NACFF Code of Conduct.
The Certified Financial Fiduciary® designation ensures that financial professionals are highly qualified and committed to upholding the highest standards of service when providing advice to potential or existing clients.

More About Us

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HONORS

company history

2018

2017

2015

2010

The Company of 2018

Finally our company was considered as The Company of the year! We are grateful to everyone who participated in everyday work!

The Service of 2017

Our juridical services and consultancies were acknowledged by hundreds of people we helped and this numer is increasing day by day.

The Most Customer Satisfaction Company

We make plenty efforts to staisfy our clients needs and to provide them with the best solutions and services - and we achieved this goal in 2015!

Top 20 Tax Payer

Our company is proud of being one of those Tax Payers, who helped our economy achieve good results and ensure people social security.

Client Testimonials

"I have been with Pat and Marco Ginefra, for many years now and since the beginning they have been a steady guiding light. They are like family, who care. We discussed all the options from the stock market to annuities. Thankfully, with their guidance we came up with a plan that suits both my goals and risk tolerance. Even through the ups and downs of the Pandemic turmoil and high inflation I've always been secure with what they came up with. Talk about "Peace of Mind." I recommend and give Pat and Marco my highest endorsement to anyone who is looking for a secure retirement."

Capt. RJ

New Jersey

"Pat has been my financial advisor for several years and his personalized investment plan tailored to my goals, and clear explanation of investment options have resulted in a significant increase to my peace of mind in retirement. I can now better enjoy my days knowing I have a plan to serve both my income needs and longer term growth goals predictably and assuredly."

John D.

South Carolina