A complete list of active advisors currently associated with Access Planning Partners, LLC

Warmer can help you find a great advisor at Access Planning Partners, LLC or one who fits your needs even better.

Access Planning Partners, LLC is a fee‑only, state‑registered independent financial planning firm that primarily serves individual clients through comprehensive one‑time and ongoing financial planning and portfolio management. The firm also works with businesses, trusts, and pension or profit‑sharing plan sponsors, providing retirement account advice and implementation through custodial platforms and third‑party managers. The firm's investment approach is grounded in Modern Portfolio Theory and generally favors passive asset allocation using index mutual funds and ETFs, while also recommending third‑party discretionary managers when appropriate (including platforms such as Betterment for Advisors and GeoWealth). Clients receive tailored investment policy guidance and periodic reviews, with implementation and trading coordinated via the recommended custodians and asset‑management platforms. Distinctive features include a principal who maintains an active certified public accounting and tax preparation/bookkeeping practice, enabling integrated tax‑aware planning (clients are not required to use those tax services), a structure that is uncommon among independent solo advisers. The firm’s provision of pension consulting and ongoing employee benefit plan services — with recognition of ERISA fiduciary responsibilities for plan engagements — is also relatively uncommon for a firm of this size.

To learn more about the advisors currently working at Access Planning Partners, LLC, 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
Catherine Morgan	Alpharetta, GA	9

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