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

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

DIWY Financial Planning provides fee‑only financial planning to individuals, serving both non‑high‑net‑worth and high‑net‑worth clients through one‑on‑one engagements, recurring access to a planning tool, group "Office Hours," and educational webinars or speaking engagements. Its advice covers a range of topics including net worth, cash flow, insurance, employee benefits, retirement, college, and estate planning. The firm operates as an advice‑only practice and does not provide ongoing discretionary portfolio management, accept custody of client assets, or continuously monitor client accounts; recommendations may include specific securities but clients implement and maintain their holdings. Services are delivered on an on‑demand basis using defined engagement windows (including 30‑day windows for one‑on‑one sessions and pay‑as‑you‑go group sessions) rather than an ongoing AUM relationship. What distinguishes DIWY Financial Planning from many peers is its formal offering of interactive group office hours and public educational webinars alongside one‑on‑one planning, which is less common among independent firms, and its explicit absence of percentage‑of‑assets fees or asset‑management services. The firm’s principal also participates in industry organizations focused on advice‑only planners and performs limited consulting work related to divorce planning, reflecting a practice orientation toward advice and education rather than asset management.

To learn more about the advisors currently working at DIWY 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.