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

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

The firm provides personalized, confidential investment management and financial planning–related advice to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. Services typically include investment supervision, cash‑flow and retirement planning, education funding support, and referrals to legal or tax professionals. The investment approach is discretionary and built around a strategic asset allocation with a core‑and‑satellite construct: a generally income‑oriented core for stability and satellite positions that may use shorter‑term trading and hedging (including inverse or specialized ETFs) to seek incremental return or risk management. Portfolio implementation emphasizes no‑load/low‑load mutual funds, ETFs and direct equity or bond trades executed through a national custodian, with block and limit orders used to manage execution. Noteworthy characteristics include a long operating history (since 1996) and operation as a fee‑only sole proprietorship that prefers—without imposing—a $250,000 account size, and the cessation of insurance product sales in recent years. The adviser handles trading directly and may invest alongside clients, uses standing letters of authorization for transfers, and generally brings on new clients primarily by referral, practices that may shape client onboarding and conflicts‑of‑interest considerations.

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