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

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

Educated Financial Planning is a small, fee‑only registered investment adviser serving individual and high‑net‑worth clients; the firm manages roughly $6.6 million across 26 client accounts and offers integrated investment management alongside comprehensive, project‑based, and ongoing financial planning. Services span portfolio management (stocks, bonds, mutual funds, ETFs), retirement and estate planning, college‑savings and cash‑flow analysis, and referrals to third‑party professionals as needed. The firm’s investment approach is grounded in Modern Portfolio Theory with an emphasis on strategic asset allocation and the use of low‑cost mutual funds and ETFs, and it implements model portfolios provided by a third‑party model manager or, when appropriate, outside managers. It provides discretionary portfolio management, accommodates client‑imposed restrictions, and offers socially responsible (ESG) options while favoring long‑term holding and periodic review. Noteworthy for an independent adviser of its size, the firm discloses the use of endorsements and testimonials in its advertising and routinely provides educational seminars and retirement‑planning courses targeted to educators, along with a paid personal‑finance newsletter and social‑media content services (all disclosed as non‑advisory activities). The principal’s background in education and a student‑loan professional designation inform a distinct focus on educator retirement issues and student‑loan planning within the firm’s financial‑planning work.

To learn more about the advisors currently working at Educated 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.