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.

The firm provides financial planning and wealth management to individuals, families, small businesses, and non-profit organizations, working with both high‑net‑worth and non‑HNW clients. Services include comprehensive and limited‑scope financial planning, ongoing portfolio management, retirement-plan consulting, and occasional divorce planning in a financial‑neutral role. ColeFP uses a goal‑and‑risk driven process that emphasizes asset allocation, long‑term buy/hold strategies, and periodic rebalancing, and generally avoids market timing or frequent trading. Clients may engage the firm on either a discretionary or non‑discretionary basis, and the adviser maintains a notable portion of assets under non‑discretionary management — a client‑controlled model less common among similar supported firms. The firm also offers time‑based and limited‑scope “real‑time” planning sessions and periodically conducts educational workshops for groups, which it notes are sometimes sponsored by employers or civic organizations. Additionally, its participation in fee‑only planning networks and willingness to serve as a financial neutral in collaborative divorce matters distinguish its mix of advisory, educational, and specialty planning services from many peers.

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.