A complete list of active advisors currently associated with Comprehensive Financial Planning Inc

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

The firm provides comprehensive financial planning — including income tax and estate planning, fringe benefit and business-continuity planning — and investment supervisory services to individuals (including high-net-worth clients), trusts, estates, foundations, pension and profit-sharing plans, charitable organizations, and small businesses. It manages about $176 million across 328 portfolio accounts for roughly 100 clients and tailors asset allocations to each client’s goals and restrictions. The investment approach emphasizes preservation of capital weighed against return, with allocations that generally favor exchange-traded equities, high-quality fixed income, and cash equivalents and that do not involve frequent trading. The firm uses technical and fundamental research, reviews accounts at least quarterly with written reports, and, by policy, seeks client approval before executing trades rather than routinely trading without prior consent. Noteworthy operational features include that, despite account agreements that provide trading authorization, the firm maintains a practice of obtaining client approval for each trade, resulting in primarily non-discretionary management of assets — an arrangement that is uncommon among peers. The firm also administers many separate portfolios per client (e.g., multiple trust, retirement, and estate accounts) and directs employee personal trading accounts to be maintained under the custodian master account, reflecting a tightly controlled operational relationship with its chosen custodian.

To learn more about the advisors currently working at Comprehensive Financial Planning Inc, 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.