A complete list of active advisors currently associated with Attune Financial Planning, LLC

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

Attune Financial Planning is a fee-only registered investment adviser that provides holistic financial planning and ongoing wealth management to individuals, families, and business owners, with a particular focus on clients who are within roughly 10–15 years of retirement or already retired. Services include comprehensive financial plans, investment management, tax and estate planning coordination, one-time financial plans, and limited-scope project retainers. The firm emphasizes an asset-class, passive investment approach using low‑cost, institutional-class mutual funds and ETFs (including funds from Dimensional Fund Advisors and Vanguard) and seeks to increase tax efficiency through asset location and holding taxable bonds in tax-deferred accounts where appropriate. Attune offers both discretionary portfolio management and non-discretionary or “held-away” advice, and incorporates the client’s tax situation, risk tolerance, and life goals into portfolio construction and periodic reviews. Noteworthy for a single-advisor firm managing roughly $32 million for about 57 clients, Attune combines CFP® and Enrolled Agent credentials, which supports in‑house tax coordination and the option to prepare clients’ tax returns in addition to planning services. The adviser is fee-only, does not accept commissions, is a DFA-approved advisor, and maintains a minimum annual engagement requirement for its ongoing wealth management relationships, which tends to shape its client mix and service model.

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