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

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

CLW Financial Planning LLC is a state-registered, fee-only independent advisory firm that serves individuals, high-net-worth individuals, trusts, and small businesses. The firm provides discretionary investment management, comprehensive financial planning, and tax preparation and accounting services delivered through the firm. The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing long‑term, diversified allocations implemented principally with passive asset-class mutual funds, ETFs, and conservative fixed income, and documented in a client-specific Investment Policy Statement. CLWFP monitors portfolios on an ongoing basis, may accept discretionary trading authority, and contracts with a third‑party provider for trade processing and certain sub‑advisory services. The principal is a Certified Public Accountant and the firm integrates tax preparation and tax planning with financial planning services—offering a concierge option that bundles annual tax preparation with ongoing planning—which is an uncommon arrangement for independent advisers. As a solo practitioner managing a small client base and roughly $9.3 million in client assets, the firm’s continuity of operations is dependent on the principal; the brochure discloses there is no plan for business continuation in the event of the principal’s death.

To learn more about the advisors currently working at CLW 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.