A complete list of active advisors currently associated with Financial Coaching Partners LLC

Warmer can help you find a great advisor at Financial Coaching Partners LLC or one who fits your needs even better.

Financial Coaching Partners serves primarily individual clients, focusing on financial planning, bookkeeping and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-for-service and hourly basis as a fee-only adviser and does not directly manage client investment accounts. Its investment approach is grounded in Modern Portfolio Theory and the efficient market philosophy; FCP selects and recommends third-party money managers that follow the same academic, asset-allocation framework and rebalancing practices. The firm acts as a fiduciary, tailors written financial plans and periodic reviews to clients’ goals and life events, and explicitly avoids recommending individual securities or sector bets. What is distinctive about FCP relative to many peers is the combination of fee-only planning with hands-on financial management services such as bookkeeping, bill-paying and account reconciliation, together with the principal’s ongoing role as an independent insurance agent, notary and paralegal for trust preparation. It is also notable — and less common among supported firms — that FCP does not provide direct portfolio management, relying instead on recommended third-party RIAs and custodial reporting for investment execution and oversight.

To learn more about the advisors currently working at Financial Coaching Partners 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.