A complete list of active advisors currently associated with DBM Planning, LLC

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

DBM Planning, LLC is a state-registered independent advisory firm that provides ongoing investment management and comprehensive financial planning to individual and high-net-worth clients, and also serves pension and profit-sharing plan clients. The firm reports managing about $14,079,941 across 13 client relationships and offers services including cash flow and debt management, retirement and estate planning, college savings, employee benefits optimization, and business planning. The firm’s investment approach emphasizes long-term financial planning and asset-allocation-driven portfolio construction, with work that typically involves mutual fund and ETF analysis and manager review. Implementation is primarily non-discretionary — trades are placed under a limited power of attorney while clients retain final decision authority — and accounts are reviewed regularly (quarterly) with custody provided through Charles Schwab. Distinctive aspects include the solo CFP practitioner model operating a relatively small book of business while maintaining a material portion of assets on a non-discretionary basis and actively advising retirement plan clients, which is less common among similar independent firms. The firm, founded in 2023, maintains a stated $1,000,000 account minimum (waivable at the firm’s discretion), does not engage in block trading or proxy voting on client securities, and limits custody to fee debits while delivering written account reports.

To learn more about the advisors currently working at DBM 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.