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

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

Dependent Financial Planning provides investment management, financial planning (both project‑based and ongoing), retirement plan consulting for employer‑sponsored plans, and educational seminars or workshops. It serves individuals, high‑net‑worth clients, and charitable organizations and operates as a fee‑only adviser that commonly charges percentage‑of‑assets under management for investment services. The firm’s investment approach emphasizes modern portfolio theory and asset allocation, blending passive and active strategies through mutual funds, ETFs, and individual securities, and it may implement portfolios using Betterment Advisor Solutions or third‑party outside managers. It also offers held‑away account review and can tailor socially responsible portfolios to reflect client values. What distinguishes the firm from many peers is its retirement plan consulting work — including investment policy development, fee analysis, participant education, and vendor searches — and its regular delivery of paid educational seminars and speaking engagements. Founded in 2024 and registered in multiple states, the firm’s principal holds CFP®, AFC®, and ChSNC® credentials, which inform its planning services and special‑needs expertise.

To learn more about the advisors currently working at Dependent 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.

Name	Location	Years of experience
Liz Yoder	Edgewater, MD	6

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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