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

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

Carrington provides investment advisory and retirement planning services to individual and high‑net‑worth clients, with a particular practice focus on U.S. foreign service personnel such as employees of USAID, the State Department, and Foreign Commercial Services. Services include customized investment management, thrift savings plan oversight, and remote financial planning delivered through virtual consultations. The firm’s investment approach is primarily long‑term and portfolio‑driven, typically using diversified mutual funds and ETFs with occasional individual securities, and applying fundamental, technical and quantitative analysis to asset allocation and rebalancing. Carrington also recommends and oversees unaffiliated independent managers when appropriate, and its business model centers on active client involvement because most accounts are managed on a non‑discretionary basis—clients retain approval of transactions. What is distinctive about the firm is the predominance of non‑discretionary assets (approximately $17.8M of $19.6M in reported AUM), an uncommon structure for independent RIAs that places operational emphasis on client approvals and ongoing communication. The firm’s stated experience with foreign‑service benefits and thrift savings plans, combined with use of third‑party managers and selective fund families (including DFA), may affect implementation details and portability for clients who later change advisors.

To learn more about the advisors currently working at Carrington 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.