A complete list of active advisors currently associated with Decker Retirement Planning Inc.

Warmer can help you find a great advisor at Decker Retirement Planning Inc. or one who fits your needs even better.

Decker Retirement Planning provides personalized retirement planning, comprehensive financial planning, and discretionary investment management to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services range from written financial plans and portfolio analysis to ongoing asset management across model-driven accounts, and certain staff are licensed to recommend insurance products as part of planning engagements. The firm relies primarily on quantitative, computer‑driven models and the trading signals of third‑party strategists while retaining discretionary authority to implement or modify those signals (for example, holding cash rather than taking short positions in IRAs). Portfolios typically use ETFs and may include alternative exposures such as cryptocurrency ETFs, structured notes, direct indexing, and covered‑call strategies accessed via sub‑advisors or third‑party managers; clients must complete the firm’s financial planning process before engaging asset management and the firm maintains a $300,000 account minimum. Notable differences from many multi‑team peers include the periodic client newsletters the firm distributes by email and the firm’s practice of absorbing fees charged by third‑party strategists and, generally, third‑party managers or sub‑advisors on clients’ behalf. The firm also excludes certain holdings (for example, bonds, CDs, and self‑managed positions) from its asset‑based fee calculations, which can affect both model implementation and how client assets are evaluated for advisory services.

To learn more about the advisors currently working at Decker Retirement Planning Inc., 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.