A complete list of active advisors currently associated with Direction Financial Management, LLC

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

Direction Financial Management works with individuals, families, trusts, charitable organizations and small businesses, including retirees, professionals and small business owners. The firm provides fee-only financial planning and investment consultation—broad-based or focused advice on cash flow, retirement, tax and estate planning, risk management, asset allocation and investment selection—and does not sell commissioned products. For investment consulting engagements the firm generally favors a long-term, passive approach grounded in Modern Portfolio Theory, emphasizing diversified index funds and periodic rebalancing, and will assist clients in preparing an investment policy statement when requested. Services are delivered on a project, hourly or fixed-fee basis (including an optional Private Client Annual Service for ongoing planning support) and do not include continuous discretionary portfolio management; clients retain final implementation authority. Distinctive aspects noted in the brochure include that the firm’s principal is a licensed CPA with CFP®, RICP® and elder-planning credentials and prior tax-specialist experience, which informs a tax-aware and elder-care-sensitive planning focus. The firm also conducts public and group educational workshops (often free of charge), is a member of fee-only planning networks, and does not accept percentage-of-AUM fees or commissions nor maintain direct custody or ongoing asset management for clients.

To learn more about the advisors currently working at Direction Financial Management, 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.