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

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

Bookends Financial Planning provides discretionary portfolio management, financial planning, and access to wrap-fee and separately managed account programs for individuals, high-net-worth clients, retirement plans, and corporations. As of December 31, 2025 the firm managed approximately $338,348,236 on a discretionary basis and serves roughly 520 clients across five offices. The firm combines fundamental, technical, quantitative and qualitative analysis with model allocations (ranging from Conservative to Growth) that are customized to client objectives and reviewed at least annually; it also uses options strategies and may delegate investment authority to third‑party managers and sub‑advisors within sponsored programs. Bookends typically exercises trading discretion, monitors delegated managers, and provides written financial plans and ongoing implementation support. Notable distinctions include a multi‑office footprint and a regular program of client communications — the firm publishes newsletters, blogs and podcasts and conducts free educational workshops and seminars for clients. Several principals are licensed insurance agents/brokers and may recommend insurance products for commissions; the brochure discloses this potential conflict and states the firm addresses it through its fiduciary policies and oversight, while custodial and execution services are provided through firms such as Raymond James and Schwab.

To learn more about the advisors currently working at Bookends 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.