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 serves individual clients (including some high-net-worth households) and charitable organizations, providing investment management and comprehensive financial planning through both project-based and ongoing engagements. The firm also offers retirement plan consulting for employer plan sponsors and conducts educational seminars and speaking engagements on personal finance topics. The firm’s investment approach is built around asset allocation informed by modern portfolio theory and a blend of passive and active strategies, using mutual funds, ETFs, outside managers, and optional implementation via Betterment Advisor Solutions. Services are tailored to clients’ goals and risk tolerances and can include socially responsible investing, held-away account monitoring, and discretionary portfolio management subject to client-imposed restrictions. Noteworthy for a firm of its scale, Dependent Financial Planning combines employer retirement-plan advisory (including ERISA‑related consulting and participant education) with public and organizational educational programming — two services that are statistically uncommon among independent advisers. The firm operates on a fee-only basis, uses established custodians and third‑party managers for execution and custody, and offers both one-time and ongoing planning alongside managed accounts.
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 |
|---|---|---|
Edgewater, MD
| 6
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")