A complete list of active advisors currently associated with Apricity Financial Planning

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

Apricity Financial Planning is a fee-only independent investment adviser that works with individuals, high-net-worth individuals, and small businesses, providing ongoing and project-based financial planning as well as discretionary investment management. The firm offers portfolio management for clients and also provides educational seminars, workshops, and speaking engagements for organizations and the public. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory and typically implements portfolios using mutual funds and ETFs with a passive management orientation; when engaged for investment management it acts with discretionary authority to implement client-specific allocation targets. Financial planning engagements are collaborative and ongoing, with project-based work available to address discrete issues such as business planning, retirement and distribution strategies, tax considerations, and estate planning. Apricity is a small, solo-practitioner practice with a modest number of clients and AUM, and the brochure describes regular, hands-on coordination with clients’ other professionals as part of its service model. It also regularly offers fee-based educational seminars and speaking engagements that are explicitly educational (not individualized advice), and the firm’s principal maintains public-facing activities such as podcasting and movement/mindfulness instruction, all of which are less common among independent advisers of this size.

To learn more about the advisors currently working at Apricity Financial 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.