A complete list of active advisors currently associated with Dollars & Sense Financial Fitness

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

Dollars & Sense Financial Fitness is an independent, solo adviser that serves individuals and high‑net‑worth individuals with ongoing portfolio management, written financial plans, and financial coaching. The firm works with a very small client base and explicitly offers budgeting and debt‑reduction coaching, including the Dave Ramsey “7 baby steps” approach. The firm builds a tailored Investment Policy Statement for each client and uses cyclical and fundamental analysis to implement long‑term trading strategies across mutual funds, ETFs (including precious‑metal ETFs), REITs, TIPS and non‑U.S. securities. Accounts are managed on a non‑discretionary basis—clients retain trade approval—and the firm does not aggregate trades for multiple client accounts. Compared with many peers, all reported assets are non‑discretionary (no discretionary AUM), the firm requires clients to custody with a specific provider (Schwab Institutional) and receives related research/soft‑dollar benefits, and it delivers financial planning primarily as a one‑time engagement with additional services available for a fee. The combination of a very small client roster, explicit coaching services, required custodian use, and no block trading distinguishes its operating model from larger independent advisers.

To learn more about the advisors currently working at Dollars & Sense Financial Fitness, 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
William Buckman	Bowling Green, KY	2

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