A complete list of active advisors currently associated with Center Stage Planning LLC

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

Center Stage Planning LLC serves individual and high‑net‑worth clients with investment management and comprehensive financial planning on both ongoing and project bases. The fee‑only, single‑advisor firm manages about $9.16 million for roughly 47 client relationships and addresses topics such as retirement planning, college savings, business planning, tax strategies, estate planning, and risk management. The firm develops individualized investment policies and asset‑allocation targets and implements discretionary portfolios that primarily use stocks, bonds, mutual funds, ETFs, and cash equivalents. Its approach draws on fundamental and technical analysis alongside modern portfolio theory, with account reviews conducted on a quarterly basis and custody and reporting facilitated through a recommended institutional custodian platform. Noteworthy in the brochure is the firm’s provision of educational seminars and speaking engagements for organizations and the public, offered in virtual or in‑person formats and presented as general, non‑individualized financial education. The principal is a CFP® professional and the brochure highlights a nontraditional background in the performing arts, as well as the firm’s recent establishment and small scale, factors that inform its focus on client education and outreach.

To learn more about the advisors currently working at Center Stage 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.

Name	Location	Years of experience
Patrick Graver	Greeley, PA	2

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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