A complete list of active advisors currently associated with Essa Financial LLC

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

Essa Financial LLC provides personalized, fee-only financial planning and investment management to individuals, trusts, estates and small businesses, covering areas such as cash flow, tax planning, retirement, education funding and estate planning. The firm does not sell investment products or accept commissions; advice is delivered through ongoing retainer relationships or limited-scope, fixed-fee projects. Clients work under an ongoing retainer that includes periodic reviews (typically once or twice a year) and on-call access to the advisor; the firm does not provide continuous portfolio monitoring or engage in discretionary trading without client approval. Investment implementation emphasizes asset allocation and a long-term, buy-and-hold approach using no-load mutual funds and passive ETFs, and the advisor consults with clients before executing trades (with limited power of attorney used only to carry out approved transactions). Distinctively, the firm does not use a percentage-of-assets-under-management fee model and instead charges a blended retainer based on a client’s net worth and a complexity assessment, with that calculation explicitly considering non-investment assets such as home equity and other property and being assessed in advance rather than tied to market value. As a sole-advisor, fee-only practice, the firm’s principal is CFP-certified and the firm is a NAPFA member; it also offers one-time, fixed-fee project engagements separate from the retainer arrangement.

To learn more about the advisors currently working at Essa Financial 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.