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

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

Croft Financial Planning provides fee‑only financial planning to individuals, families, businesses, trusts, estates, charitable organizations, and, occasionally, banking or thrift institution clients. Its services include comprehensive and project-based financial plans, on‑demand consultations, retirement and estate planning, business planning, cash flow and debt management, investment analysis, and educational seminars. Advice is delivered on an hourly or fixed‑project basis and typically culminates in a written plan or report; clients are responsible for implementing recommendations because the firm does not manage client assets or accept custody. When making securities recommendations within planning engagements, the firm draws on fundamental analysis and modern portfolio theory and may recommend passive, active, or blended fund strategies. Relative to many independent advisers, the firm is uncommon in not offering portfolio management or charging percentage‑of‑AUM fees, and it supplements client work with public and organizational seminars and speaking engagements. The firm’s principal holds multiple professional designations (CFP®, CFA®, CTFA) and the practice occasionally provides consulting to other financial professionals, reflecting a planning‑focused and educator‑oriented practice.

To learn more about the advisors currently working at Croft 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.