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

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

Everleap Financial Planning is a recently established, fee-only independent advisory firm that serves individuals and high-net-worth clients with comprehensive financial planning, project-based engagements, hourly support, and annually renewed ongoing planning. The firm delivers advice across cash flow, retirement, tax-aware investment planning, employee benefits and equity compensation, business planning, insurance review, and estate planning, but does not custody or directly manage client investment accounts. The firm’s recommendations generally emphasize long-term, passive, buy-and-hold strategies and draw on Modern Portfolio Theory, typically suggesting mutual funds, ETFs, stocks, and bonds when investment guidance is part of a plan. Advice is delivered on a non-discretionary basis following an initial data‑gathering process, and clients retain responsibility for implementing transactions and selecting custodians. Unlike many independent peers, Everleap does not offer portfolio management services and does not use percentage-of-assets-under-management fees, instead relying on fixed, project, hourly, and annual fee arrangements for planning engagements. The principal brings a mix of prior institutional portfolio experience and data‑science background combined with CFP and CFA credentials, which informs a quantitative, analytical approach to planning within a small solo-practitioner practice.

To learn more about the advisors currently working at Everleap 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.

Name	Location	Years of experience
Didi Chen	Newcastle, WA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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