We Believe

Saving And Investing Should Be Simpler

Millions of Americans walk around with critical, unanswered financial questions.

While each American family is unique, they are united in their desire for unbiased financial advice. They want and deserve a custom-built strategy: one that is analytically robust but not overly complex, simply illustrated with actionable recommendations. At myFinancialAnswers, we work hard to make that vision a reality, and we seek partners to join us in the effort.
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There is growing sentiment in America that we as a nation face a “retirement crisis.” News headlines and personal finance blogs continually parrot the concept, labeling it a “fiasco”, a “disaster”, a “nightmare”, and more. Amid the constant media hysterics, many workers simply haven’t bothered to try saving for retirement, intimidated into inaction by endless predictions of doom.

Unfortunately, paralysis is the worst possible response. With the decline of traditional pensions and the rise of the 401(k) plan, responsibility for retirement savings has shifted dramatically to individuals rather than their employers. Like it or not, today’s workers bear the burden of writing their own financial future. What they need is an outline to help them get started, to empower them to write a happy ending rather than a horror story. That’s where myFinancialAnswers comes in.

The reality is that despite rapid improvement in technology, few tools and resources exist to make financial planning simple. Sure, online financial calculators and “self-help” tutorials abound, but nothing is complete. Not one is comprehensive. Virtually all lack the personalization and analytical rigor to inspire confidence in the American consumer.

At myFinancialAnswers, WE BELIEVE that:

  • Every financial question has an answer. Not all answers are pleasant, but understanding the possible outcomes is critical. We help people find those answers.
  • Financial answers are unique and personal. We refuse to accept generalized tools and one-size-fits-all approaches. We seek to personalize our guidance.
  • Technology allows these questions to be answered faster than ever – both simple and complex questions. We build technology to answer them all.
  • Financial answers require deep analytics. Not because the math of personal finance is complex, but because our lives have trade-offs that require thoughtful consideration and analysis. The more information, the better.
  • Families would be best served to make decisions like profitable businesses – with data, reasonable assumptions and ever-evolving factors.
  • Someone must adopt the progress of American personal finance as their chief concern.

Financial planning is a lifelong process, not a simple race with one endpoint. From marriage to children to college savings and then into the golden years, there is never just one goal (or just one challenge). We started myFinancialAnswers so that any American who wants answers can get them, quickly and affordably.

Our focus as an organization is providing financial answers that matter. Every decision we make comes back to a single question – will this help more Americans get the answers they so desperately need? To achieve their dreams, to retire on their terms, to send their children to college, to create balance in their lives, and to avoid financial catastrophe.

myFinancialAnswers is on a mission to change the way families plan for today and for their futures. We believe that small steps today will help Americans achieve big results tomorrow.

Our Team

On a Mission to Change Personal Finance in America

Financial Planning + Technology + Partnerships = myFinancialAnswers

The team at myFinancialAnswers seeks to provide a technology platform that delivers robust financial planning for all who need it. While we have a capable, diverse team, we believe that partnerships beyond our corporate walls are critical in order to accomplish our vision. We are constantly looking for forward-thinking organizations to join us.
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Ben Pitts

CEO

Ben guides the vision and strategic direction of the company. He leads our business development efforts and is continuously building new partnerships.

Experience
Principal; Financial Planner
Cypress Financial Planning

Wealth Manager
Goldman, Sachs & Co.

Education
US Military Academy, BS
UVa Darden School, MBA

Jason Hull, CFP®

CTO

Jason leads our software team and guides all technology decisions. He also contributes to the development of new financial planning capabilities.

Experience
Owner; Financial Planner
Hull Financial Planning

Founder
Open Source Connections

Education
US Military Academy, BS
UVa Darden School, MBA

Mark Berry

CFO

Mark oversees all financial, legal and administrative functions. He works closely with external parties and clients to facilitate partnerships.

Experience
CFO
DuPont Global Businesses/DuPont Asia Pacific Region Thesis Chemistry

M&A, Treasury and Corporate Financing Leadership
Conoco/DuPont/INVISTA Group

Education
Brandeis University, BS
UVa Darden School, MBA

Jeff Jones, CFP®

Chief Product Engineer

Jeff designed and built the original financial planning logic. He maintains responsibility for all current and future financial planning analysis decisions.

Experience
Founder, Principal, and Planner
Cypress Financial Planning

Financial Analyst
Goldman, Sachs & Co.

Education
Duke University, BS
Princeton University, MS

Joel Light

Advisor

Joel is a co-founder of and advisor to our team. Joel is an avid investor and contributes to the team’s marketing and business development.

Experience
Founder
Light Capital

Sr. Portfolio Manager
AliveCor

Education
US Military Academy, BS
UVa Darden School, MBA

Evan Powers, CFP®

Senior Financial Planner

Evan contributes corporate and personal financial planning content and provides client education. He is a practicing financial planner at Cypress.

Experience
Senior Financial Planner
Cypress Financial Planning

Senior Derivatives Trader
Consolidated Trading, LLC

Education
Harvard College, BA
UVa Darden School, MBA