A complete list of active advisors currently associated with BY Design Financial Planning
Warmer can help you find a great advisor at BY Design Financial Planning or one who fits your needs even better.
By Design Financial Planning advises individual and high-net-worth clients and provides investment management alongside both ongoing and project-based financial planning covering retirement, college savings, estate, tax, insurance, and business planning topics. The firm is fee-only and delivers portfolio management across common asset types such as stocks, bonds, mutual funds, ETFs, and cash equivalents. The firm’s investment approach is goal- and allocation-driven, grounded in modern portfolio theory and often implemented with passive funds, while also accommodating socially responsible (ESG) preferences and client-imposed restrictions. It acts as a fiduciary, can manage accounts on a discretionary basis when engaged to do so, and performs periodic reviews and plan updates. Noteworthy aspects include the capability to advise on “held-away” accounts (for example employer retirement plans, 529s, and variable annuities) via a third-party order-management link that permits allocation changes without transferring custody, and the use of a third-party manager to implement a structured box-spread options strategy intended to generate collateral for securities-backed lending solutions. The firm also discloses principals’ outside business activities (software consulting and residential rental ownership) and offers both subscription-style ongoing planning and limited-scope project engagements.
To learn more about the advisors currently working at BY Design 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.
Name |
Location |
Years of experience |
|---|---|---|
Greensboro, NC
| 3
|
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