A complete list of active advisors currently associated with Family Wealth Planning Partners

Warmer can help you find a great advisor at Family Wealth Planning Partners or one who fits your needs even better.

Family Wealth Planning Partners is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, retirement plans, and other organizations; the firm reports roughly $317 million in assets under management across discretionary and non‑discretionary relationships and more than a thousand client accounts. Its services include personalized investment management, comprehensive and modular financial planning and consulting, referrals to third‑party asset managers, and retirement‑plan advisory work. The firm’s advisors construct customized asset allocations and deliver both advisor‑managed separate accounts and firm‑managed model portfolios, with options for discretionary or non‑discretionary implementation and regular monitoring; custodial relationships are primarily with institutional providers such as Schwab and SEI. Financial planning engagements are documented and tailored to client objectives, and the firm emphasizes documented suitability and ERISA/rollover processes—requiring forms and acknowledgements in rollover situations and referencing compliance with DOL guidance. Compared with many team advisors, FWPP’s brochure discloses a few less common features: it historically sponsored a wrap‑fee program (now closed to new clients and retained only for legacy accounts), it is co‑owned with an affiliated insurance agency and discloses a promissory‑note arrangement tied to annuity production, and it expressly excludes certain asset types (for example, cryptocurrencies, leveraged/inverse ETFs, and marijuana‑related securities) for operational and insurance reasons. These disclosures highlight potential conflicts of interest and service limitations that prospective clients should consider alongside the firm’s more typical offerings.

To learn more about the advisors currently working at Family Wealth Planning Partners, 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.