A complete list of active advisors currently associated with Financial Excavation
Warmer can help you find a great advisor at Financial Excavation or one who fits your needs even better.
Financial Excavation is a fee-only independent advisory firm that provides comprehensive financial planning to individuals and high-net-worth individuals through both ongoing and project-based engagements. Typical planning topics include business planning, cash flow and debt management, college savings, retirement planning, estate and tax planning, insurance reviews, and investment analysis. The firm delivers tailored written financial plans and recommendations informed by fundamental analysis and modern portfolio theory, but does not provide discretionary investment management or custody of client assets; clients are responsible for implementing investment recommendations. Advisors work with clients to identify risk tolerance, time horizon, and goals, accommodate reasonable client-imposed restrictions, and perform periodic reviews or updates as part of ongoing engagements. Noteworthy differences from many peers include an active educational offering—public and organizational seminars and the Financial Excavator workshops (virtual or in-person) on topics such as budgeting, debt management, investing basics, and retirement options—and an intentionally small, newly formed practice led by a sole principal with a limited client base. The firm is explicitly fee-only (no commissions or percentage-of-AUM fees), discloses an unrelated outside business activity, and maintains an online presence including LinkedIn and a YouTube channel.
To learn more about the advisors currently working at Financial Excavation, 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 |
|---|---|---|
Mckinney, TX
| 8
|
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