A complete list of active advisors currently associated with Financial Life Planners

Warmer can help you find a great advisor at Financial Life Planners or one who fits your needs even better.

Financial Life Planners is an SEC-registered independent investment adviser that provides ongoing investment management and financial planning to individuals (including high‑net‑worth clients), families, trusts, corporations, and qualified retirement plans. The firm’s four-advisor team manages roughly $208 million in discretionary assets for about 298 client relationships, a client-to-advisor ratio that is higher than many peer teams. The firm combines fundamental and technical analysis with a tactically monitored, customized portfolio approach, primarily using low‑cost mutual funds, ETFs, and individual securities while seeking tax efficiency through asset location and rebalancing. Financial Life Planners also uses third‑party platforms (Pontera for held‑away accounts and rebalancing and ShareBuilder for 401(k) services) to implement allocation and operational tasks for retirement-plan and held‑away accounts. Notable distinctions include an affiliated insurance agency (FLP Insurance Services, LLC) and advisors who are licensed insurance agents that may recommend and sell insurance products for commissions, a relationship disclosed in the brochure. The firm also acquired the accounts of a specialist referral source (Smarter Divorce Solutions) and discloses ongoing referral/contractual arrangements, and it absorbs certain third‑party platform costs within its advisory fee—practices that clients should consider when evaluating potential conflicts of interest.

To learn more about the advisors currently working at Financial Life Planners, 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.