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

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

Cairn Financial Planning serves individuals and high-net-worth clients through fee-only financial planning rather than ongoing discretionary asset management. The firm provides comprehensive, year-long planning engagements as well as limited-scope, project-based (hourly) planning and does not accept custody of or directly manage client assets. When investment recommendations are part of a plan, the firm generally applies modern portfolio theory and a passive, asset-allocation approach, using diversified mutual funds and ETFs while considering tax efficiency and fund overlap. Planning is delivered through a collaborative process tailored to each client’s goals, with implementation typically carried out by the client or third-party custodians. Noteworthy features include operating as a solo practitioner with its principal office located outside the United States and offering both fixed (flat) planning fees and hourly billing—arrangements that are uncommon among peers. The firm is led by a CFP® professional, maintains a small client roster, and does not act as a private fund adviser or provide performance-based or discretionary investment management.

To learn more about the advisors currently working at Cairn 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.