A complete list of active advisors currently associated with Contemporary Financial Planning

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

Contemporary Financial Planning works with individuals, high‑net‑worth clients, charitable organizations, and businesses to deliver tailored investment management alongside both ongoing comprehensive and limited‑scope financial planning. The firm’s planning services explicitly include divorce financial planning, business planning, retirement and estate planning, and it also offers educational seminars and speaking engagements to groups. The firm’s investment process is grounded in Modern Portfolio Theory and predominantly uses passive investment vehicles with a strategic asset‑allocation framework and tactical adjustments as warranted; client portfolios are managed on an individualized, discretionary basis with the ability for clients to impose reasonable restrictions. CFP recommends and works through institutional and fully digital custodians and maintains an institutional relationship with a digital custodian that provides technology and support services contingent on asset thresholds. Compared with many independent, solo practices, the firm sponsors a wrap‑fee program and receives a portion of those wrap fees, an offering that is uncommon among peers. It also frequently provides educational seminars and has a distinct emphasis on divorce financial planning—its principal holds a Certified Divorce Financial Analyst designation and maintains a separate divorce‑focused practice—making that specialty a clear differentiator in its service mix.

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

Name	Location	Years of experience
Deana Brown	Blairsville, GA	25

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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