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

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

Concierge Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, small businesses and charitable organizations, with a stated emphasis on clients age 50 and older or those within five years of retirement. Engagements range from broad-based financial plans to modular work addressing cash flow, retirement distributions, estate planning, education funding and small-business consulting. The firm delivers written analyses and specific investment recommendations but does not manage client investment accounts, execute trades, or maintain custody; clients retain discretion and implement recommendations through their chosen custodians. In developing advice the advisor uses a blend of fundamental, charting, technical and cyclical analysis and generally favors low-cost, tax-efficient mutual funds and ETFs when appropriate. Noteworthy aspects of the practice include periodic educational seminars and workshops offered to employer, civic or nonprofit groups that are educational in nature and typically complimentary to attendees, and a business model that charges fixed or hourly planning fees rather than percentage-of-assets-under-management. Operating as a solo, fee-only planner with a small client base, the firm maintains non-discretionary, consultative relationships and does not vote proxies or act as custodian for client securities.

To learn more about the advisors currently working at Concierge 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.