A complete list of active advisors currently associated with Age Wisely Financial
Warmer can help you find a great advisor at Age Wisely Financial or one who fits your needs even better.
Age Wisely Financial is a fee-only independent adviser that provides written financial planning services to individual and high-net-worth clients through comprehensive one-time plans and hourly, project-based engagements. Services described in the brochure include retirement and estate planning, tax planning, cash-flow and debt management, college savings, insurance review, business planning, and investment analysis as part of a plan. The firm’s work emphasizes analysis and recommendations rather than ongoing asset management: it may recommend asset allocation, mutual funds, ETFs, or socially conscious investments and relies on methods ranging from fundamental and technical analysis to Modern Portfolio Theory, but it does not manage client portfolios or take custody of client assets. Clients implement recommendations with custodians of their choosing, and the firm charges fixed or hourly planning fees instead of percentage-of-AUM fees. What is distinctive is the narrow, planning-focused model for a solo-operator independent adviser—the principal holds CFP® and retirement-specialist credentials and has prior institutional portfolio management experience, yet the firm confines itself to planning and coordination rather than discretionary management. The brochure also notes written deliverables within a defined timeframe, coordination with outside attorneys and tax professionals on request, and the firm’s avoidance of performance-based compensation or custody of client funds.
To learn more about the advisors currently working at Age Wisely Financial, 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 |
|---|---|---|
Wilmington, DE
| 10
|
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