A complete list of active advisors currently associated with Eichner Investment Planning, LLC

Warmer can help you find a great advisor at Eichner Investment Planning, LLC or one who fits your needs even better.

Eichner Investment Planning, LLC provides customized investment advice and portfolio implementation support to a small group of high-net-worth individuals and families. The firm reports managing roughly $692 million on a non‑discretionary basis and maintains a very limited client roster (about 25 households), emphasizing individualized service over mass-market offerings. EIP operates a non‑discretionary model in which the advisor identifies money managers, mutual funds, and index managers, proposes allocations, and assists with implementation, but does not execute trades or reallocate assets without client approval. The firm conducts quarterly account reviews, documents recommendations for retirement accounts (including rollovers) as a fiduciary, and performs an annual compliance review overseen by its chief compliance officer. Compared with peers in the same team-size category, EIP is unusual for being a solo-practitioner firm with very high AUM per advisor and a concentrated client base, resulting in a hands‑on, consultative relationship model. The brochure also discloses that EIP does not take discretionary trading authority, does not vote client proxies, does not accept third-party referral compensation, and maintains a written code of ethics and no soft‑dollar arrangements.

To learn more about the advisors currently working at Eichner Investment 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.