A complete list of active advisors currently associated with 2nd Story Wealth Planners

Warmer can help you find a great advisor at 2nd Story Wealth Planners or one who fits your needs even better.

2nd Story Wealth Planners is a fee-only registered investment adviser that provides financial planning and discretionary portfolio management to individuals, high-net-worth clients, and small business owners. Its offerings include ongoing and project-based financial planning, investment management, and consulting on retirement, estate, tax, insurance, and business-planning matters. The firm combines principles of modern portfolio theory with both fundamental and technical analysis, creating client portfolios using mutual funds, ETFs, and individual securities and offering passive, active, and socially responsible options when requested. As part of comprehensive planning, it provides advice on held-away accounts (such as employer retirement plans) and conducts regular account reviews to align portfolios with clients’ objectives and risk tolerances. Notable for a firm of its size, it provides educational seminars and speaking engagements intended for groups and the public, with content explicitly described as general and non-personalized — a service relatively uncommon among peers. The firm’s lead planner is a CFP® designee who also serves as the chief compliance officer and discloses outside industry roles, including work as a FINRA arbitrator and part-time financial coach, which the firm states may inform its professional perspective.

To learn more about the advisors currently working at 2nd Story Wealth Planners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nicole Carson	Plymouth Meeting, PA	22
Tarif Carson	Plymouth Meeting, PA	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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