A complete list of active advisors currently associated with Eureka Financial Planners, LLC

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

Eureka Financial Planners is an independent, fee‑based financial planning and investment management firm that manages roughly $51.68 million for about 98 clients, serving individuals and retirement plans. The firm provides financial planning, qualified plan consulting, and ERISA plan services (including non‑discretionary 3(21) fiduciary advice) in addition to ongoing portfolio management. The firm delivers investment advice on a non‑discretionary basis, preparing security selections and portfolio recommendations but obtaining client approval before executing trades and providing periodic reviews and reporting. Its research uses both fundamental and technical analysis, and the firm discloses use of options, other derivatives, and borrowing within separately managed account strategies when applied to client portfolios. Distinctive features include the predominance of non‑discretionary assets under management and an explicit focus on pension consulting and ERISA plan work alongside individual client services—each of which is less common among independent peers. The firm also discloses that its principal maintains separate licensed activities (including insurance and other businesses), and it manages those potential conflicts through written disclosures and internal policies.

To learn more about the advisors currently working at Eureka Financial Planners, 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.