A complete list of active advisors currently associated with Dynamic Legacy Planning
Warmer can help you find a great advisor at Dynamic Legacy Planning or one who fits your needs even better.
Dynamic Legacy Planning serves individual and high-net-worth clients, providing discretionary asset management alongside comprehensive and project-based (ad hoc) financial planning. The firm manages roughly $90 million for about 185 client relationships and includes estate-preservation, tax-reduction, and risk-management topics in its planning engagements. Investment programs are tailored to each client's stated objectives, time horizon, and risk tolerance and draw on both fundamental and technical analysis to guide asset allocation and security selection. Strategies may include long-term holdings, trading, and options activity, and accounts are reviewed at least quarterly with attention to rebalancing and tax-loss harvesting opportunities. What distinguishes the firm is that its principal maintains an active law practice and spends approximately half of their time delivering legal services, which may be offered to advisory clients for separate compensation — a dual role that is uncommon among peers. The firm discloses this potential conflict and permits clients to seek outside counsel, and the principal also holds advanced wealth-advisory credentials that the firm references in its estate-and-legacy planning work.
To learn more about the advisors currently working at Dynamic Legacy 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 |
|---|---|---|
Greenfield, IN
| 7
|
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")