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 serves individuals, high net worth clients, families, businesses, and institutional clients such as corporate pension and profit‑sharing plans, charitable institutions, foundations, endowments, and trusts. The firm offers investment management, comprehensive financial planning, and retirement plan advisory services, including ERISA fiduciary consulting for employer‑sponsored plans. The firm tailors relationships and manages accounts on both discretionary and non‑discretionary bases, applying modern portfolio theory along with fundamental and technical analysis to construct and monitor portfolios. Its stated investment toolbox includes long‑ and short‑term trading and more active instruments—short sales, margin, and options writing—and the brochure discloses the use of derivatives within separately managed accounts. Distinctive features include the explicit use of derivatives and options strategies within client portfolios, an approach that is uncommon among similar multi‑advisor teams. Cypress operates on a fee‑only fiduciary basis, manages roughly $490 million in client assets with a seven‑advisor team, and provides both tailored wealth management and retirement‑plan consulting without a firmwide account minimum.

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.