A complete list of active advisors currently associated with Executive Business Financial Planning

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

Executive Business Financial Planning provides investment management and financial planning to individuals, company‑sponsored retirement plans, ESOP participants, non‑profits, trusts and institutional clients. The firm delivers discretionary wrap‑fee portfolio management, point‑in‑time fiduciary reports and ESOP collar consulting in addition to tax‑managed strategies and mutual fund/ETF allocations. The firm combines proprietary technical and fundamental models with third‑party asset allocation work, using tactical diversification, periodic rebalancing and technical analysis (daily and one‑ and three‑year charting) to inform portfolio adjustments. For concentrated employer stock positions and certain client objectives it employs options collars (simultaneous covered calls and protective puts) and other tax‑aware techniques as part of its discretionary management. A number of features distinguish EBFP from many independent peers: it operates wrap‑fee programs, offers low‑cost point‑in‑time and subscription services (for example the IRA401kTuneup reviews), and runs educational workshops and phone‑based Customer Service Navigator consultations. The firm also maintains donor‑oriented and pro bono programs (the Benevolent Buddy Program and Deacon Mission Services) and provides fiduciary consulting to plan sponsors and ESOP participants, services that are less common among independent advisory firms.

To learn more about the advisors currently working at Executive Business 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.