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

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

Crafted Financial Planning is a small, fee‑only advisory firm that provides investment management alongside both comprehensive and project‑based financial planning. It serves individuals and high‑earning professionals—including software developers, data engineers, specialty physicians, dentists, pharmacists, and business owners—whose situations often involve equity compensation, business ownership, or multiple income streams. The firm’s investment process emphasizes asset allocation and a mix of passive and active strategies, with attention to tax efficiency, underlying fund holdings, and liquidity when selecting mutual funds and ETFs. For certain clients it uses SEI’s Turnkey Asset Management Platform for model portfolios and custody while retaining discretionary authority and manages trades on an individual basis rather than through aggregated block trading. Noteworthy aspects include a concentration on equity‑compensation optimization and employee benefits analysis, plus business‑planning and limited‑scope project engagements for more complex client needs, which the firm says supports a highly personalized service model. Crafted Financial Planning operates as a fee‑only fiduciary that does not accept transaction‑based or performance fees and maintains institutional relationships with custodians that provide custody, model strategies, and technology support while the advisor stays independent.

To learn more about the advisors currently working at Crafted 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.