A complete list of active advisors currently associated with Better World Planning
Warmer can help you find a great advisor at Better World Planning or one who fits your needs even better.
Better World Planning provides advice-only financial planning to individuals and high-net-worth clients, delivering services primarily through virtual meetings. Its services include comprehensive financial, tax, and estate planning, cash-flow and retirement analysis, and optional tax-preparation and educational offerings. The firm does not manage client assets, accept custody, or provide discretionary investment management; investment recommendations are made as part of planning (often referencing modern portfolio theory and passive mutual fund/ETF strategies) and clients implement them with custodians of their choosing. BWP operates on a flat subscription and one-time planning engagement model and maintains a limited client roster to manage service capacity. Notable distinctions include an explicit integration of health and wellness education (including access to a third‑party lab/wellness platform and fitness programming led by a certified personal trainer) alongside financial planning, and the availability of an online academy. The founder’s concurrent full‑time operational role at a separate company (Uprise.us) and the firm’s stated conflict‑mitigation measures, plus the firm’s fee‑only, non‑AUM pricing approach, differentiate it from many independent solo advisers.
To learn more about the advisors currently working at Better World 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.
Name |
Location |
Years of experience |
|---|---|---|
Snowflake, AZ
| 5
|
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