A complete list of active advisors currently associated with Dollar & Sense

Warmer can help you find a great advisor at Dollar & Sense or one who fits your needs even better.

Dollars & Sense Tax & Financial Planning Services focuses primarily on tax planning and preparation for individuals, small businesses, partnerships, corporations, estates, and trusts, and offers fee-only financial planning and investment advice in support of those tax services. Investment advice is limited to recommending no‑load mutual funds and exchange‑traded funds rather than providing ongoing asset management. The adviser emphasizes long-term buy‑and‑hold strategies and asset allocation, drawing on third‑party research sources (for example, Morningstar) and recommending custodians such as Vanguard, Fidelity, T. Rowe Price, Parnassus, and Charles Schwab. Recommendations are framed around clients’ time horizons and investment tax structures, and clients are encouraged to play an active, self-directed role in managing their accounts. What distinguishes the firm is its tax-first model: the principal is an Enrolled Agent, CFP® certificant, and Accredited Tax Advisor with decades of tax practice, so investment work is delivered as an adjunct to tax and planning engagements rather than as primary AUM management. The firm also operates on a fee-only basis without charging percentage‑of‑assets (AUM) fees and does not take custody or discretionary authority over client assets, leaving execution and custodial arrangements to third‑party brokers.

To learn more about the advisors currently working at Dollar & Sense, 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.