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

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

Cypress Financial Planning is a fee-only, SEC‑registered advisory firm that provides comprehensive financial planning, investment management, and retirement plan advisory services to individuals (including high‑net‑worth clients), families, businesses, charitable institutions, foundations, endowments, and trust programs. The firm serves both discretionary and non‑discretionary relationships and delivers ongoing wealth management alongside one‑time or project financial planning engagements. Advisers use a mix of modern portfolio theory, fundamental and technical analysis to build portfolios and may implement long‑ and short‑term trading, margin, short sales, and options strategies as part of portfolio construction. Uncommonly for similar team firms, Cypress discloses the use of derivatives in separately managed accounts — including options writing (covered, uncovered, and spread strategies) — as tools for hedging or income generation within client accounts. Cypress operates as a fiduciary and does not accept commission‑based compensation, managing roughly $490 million in client assets with a seven‑advisor team and serving several hundred client relationships. Distinctive operational features include trade aggregation and direct fee debiting through custodians, a meaningful share of non‑discretionary assets alongside discretionary mandates, and a firm policy not to vote client proxies.

To learn more about the advisors currently working at Cypress 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.

You can also browse Cypress Financial Planning's office locations.