A complete list of active advisors currently associated with E.A. Hendrich Financial Planning, LLC

Warmer can help you find a great advisor at E.A. Hendrich Financial Planning, LLC or one who fits your needs even better.

E.A. Hendrich Financial Planning provides fee-only, hourly financial planning and investment advice to individual clients, with a stated focus on people in their 40s through 70s. Services cover general and targeted planning areas such as cash flow, insurance, estate, retirement and education planning, alongside advice on asset allocation and investment selection. The firm’s investment approach is fundamentally long-term and passive, favoring low-cost, no-load index ETFs or mutual funds and emphasizing asset allocation as the primary driver of portfolio returns, with annual or quarterly rebalancing. Engagements are delivered on a project basis: the adviser gathers and analyzes client information, presents recommendations, and the engagement typically concludes at presentation unless the client re-engages, rather than providing ongoing discretionary management or continuous monitoring. Noteworthy distinctions include an hourly, fee-only compensation model rather than charging a percentage of assets under management, and an explicit policy of not taking custody of client assets or account access credentials. The firm also states it does not accept commissions or third-party payments, limits non-cash compensation to items that enhance client service, and generally recommends clients continue using their existing custodians.

To learn more about the advisors currently working at E.A. Hendrich Financial Planning, 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.