A complete list of active advisors currently associated with Family Life Financial Planning
Warmer can help you find a great advisor at Family Life Financial Planning or one who fits your needs even better.
Family Life Financial Planning serves individual households and also provides services to pension and retirement plans, charitable organizations, and small businesses. The firm offers portfolio management (both through in-house, tailored portfolios and by recommending third‑party outside managers), comprehensive and modular financial planning, retirement plan consulting, and periodic educational seminars and speaking engagements. The firm’s process emphasizes individualized investment plans built from clients’ goals, time horizons, and risk tolerances and documented in an investment policy statement; portfolios are implemented either directly or via selected outside managers whose holdings and compliance the firm monitors. Financial planning work includes ongoing monthly-access subscriptions and projection-based retirement analyses that present hypothetical outcomes to illustrate the likelihood of achieving stated goals. Noteworthy for a solo independent adviser, the firm accepts institutional plan clients and provides retirement-plan and pension consulting while acknowledging ERISA fiduciary standards when engaged by plans. The brochure also discloses that the principal maintains other community and business roles and that the firm conducts public seminars and paid speaking engagements, practices that are less common among peers of this size.
To learn more about the advisors currently working at Family Life 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 |
|---|---|---|
Mentor, OH
| 20
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")