A complete list of active advisors currently associated with Albility Planning

Warmer can help you find a great advisor at Albility Planning or one who fits your needs even better.

Albility Planning provides investment management and a range of financial planning services to individuals and families regardless of asset size; the firm reports approximately $12.3 million in assets under management across about 77 client households. Its service menu includes discretionary and non‑discretionary portfolio management, comprehensive ongoing financial planning with a defined service calendar, hourly and personal coaching, and group coaching for special‑needs households, plus seminars and workshops. The firm’s investment approach is primarily passive and grounded in modern portfolio theory, with supplemental fundamental and technical analysis and periodic rebalancing; it generally prefers discretionary authority for portfolio decisions. For planning engagements Albility Planning follows a two‑step model (foundational roadmap followed by ongoing planning), schedules regular trimester reviews, and delivers written or electronic financial plans with ongoing monitoring. Noteworthy for an independent, solo advisor, the firm operates an educational outreach program (seminars and workshops) and a structured special‑needs group coaching offering—both services that are less common among peers. The firm’s principal also maintains an affiliated insurance agency (about 10% of his time) and may offer insurance products for separate commission compensation; this relationship and the resulting conflict of interest are disclosed in the brochure and clients retain the option to obtain insurance elsewhere.

To learn more about the advisors currently working at Albility Planning, 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.