A complete list of active advisors currently associated with Face 2 Face Financial Planning, LLC

Warmer can help you find a great advisor at Face 2 Face Financial Planning, LLC or one who fits your needs even better.

Face 2 Face Financial Planning, LLC is an independent, single-advisor registered investment adviser that works with individual and high-net-worth clients to provide portfolio management, comprehensive financial planning, and other financial planning services. The firm combines ongoing investment oversight with planning work that addresses cash flow, retirement, tax considerations, insurance, and estate issues. The firm primarily constructs passive portfolios using index mutual funds and ETFs, and applies fundamental analysis when completing investment analyses as part of broader planning engagements. Account supervision is discretionary and is guided by client-specific investment policy statements that reflect objectives, risk tolerance, and client-imposed restrictions; comprehensive planning clients receive ongoing access to a planner through a retainer arrangement. A distinctive aspect of the practice is its regular provision of educational seminars and speaking engagements for groups, which the brochure notes can be offered on a fee basis or pro bono and are explicitly educational rather than individualized advice. Other notable features for a solo adviser managing roughly $29.7 million for about 54 clients include the integration of passive portfolio management with one-on-one, retainer-based comprehensive planning and a stated policy of not providing written performance reports to investment management clients.

To learn more about the advisors currently working at Face 2 Face Financial 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.