A complete list of active advisors currently associated with Create Wealth Financial Planning LLC

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

The firm serves individual clients, high-net-worth individuals, and small businesses, offering tailored investment management alongside ongoing comprehensive financial planning and project-based planning engagements. Its planning services address retirement, estate, tax, student loan, business planning, cash flow and debt management, insurance, and college savings as part of an integrated financial plan. Investment programs are built from each client’s investment policy statement and asset-allocation targets, with the adviser exercising discretionary authority to implement and monitor portfolios. The firm emphasizes passive portfolio construction informed by Modern Portfolio Theory, while also using fundamental analysis to evaluate securities and selecting low-cost index mutual funds and ETFs typically held at recommended custodians. Distinctive features include operating as a solo adviser overseeing roughly $20 million in assets while offering subscription-style ongoing planning that carries a one-year minimum commitment and a range of project-based services uncommon for many single-adviser practices. The ADV discloses the use of client testimonials in advertising — a practice rare among peers — and notes the principal’s CFP and student-loan planning credentials; the firm also states it does not accept outside sales compensation.

To learn more about the advisors currently working at Create Wealth 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.

Name	Location	Years of experience
Jeffrey Mcdermott	Saint Johns, FL	21

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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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