A complete list of active advisors currently associated with Colefp

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

Cole Financial Planning and Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, high net worth clients, trusts, estates, small businesses, and non-profit organizations. Services are offered through a mix of hourly/project engagements, single-issue consultations, and ongoing wealth management arrangements that include portfolio oversight and retirement-plan advice. The firm’s investment process emphasizes asset allocation, long-term buy-and-hold investing, and periodic rebalancing, with limited use of individual security selection and no market-timing strategies. ColeFP accepts both discretionary and non-discretionary relationships — as of 9/24/2026 the firm reported $75,360,840 in discretionary assets and $26,775,498 in non‑discretionary assets — and tailors implementation to each client’s stated objectives and risk tolerance. Distinctive aspects of the practice include offering group educational workshops and single-issue “real time” sessions, as well as serving as a financial neutral in collaborative divorce matters. The firm operates on a fee-only model, participates in member networks such as the Garrett Planning Network and NAPFA, and uses third‑party custodians for client assets while not taking physical custody itself.

To learn more about the advisors currently working at Colefp, 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.