A complete list of active advisors currently associated with Financial Plan, Inc.

Warmer can help you find a great advisor at Financial Plan, Inc. or one who fits your needs even better.

Financial Plan, Inc. provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients, and also serves select foundations, associations, and non‑profits. The firm reports managing roughly $1.6 billion in client assets across about 900 accounts and offers investment consultation, rollover evaluations, and referrals for insurance and estate‑planning implementation. Its investment process favors an "enhanced passive" framework grounded in the Fama–French dimensions of return and implemented primarily through low‑turnover mutual funds and ETFs, with Dimensional Fund Advisors funds used as a core equity sleeve; fixed‑income exposure is largely obtained through index funds while individual investment‑grade bonds are used only occasionally. Financial Plan develops written investment policy statements with clients, uses discretionary authority to implement those plans, and rebalances when allocations diverge beyond established tolerances rather than pursuing market timing or active stock selection. Noteworthy differences from many peers include the firm’s explicit reliance on factor‑based, DFA‑oriented strategies and its stated practice not to aggregate client trades, as well as its policy of not voting client proxies (clients retain proxy voting responsibility). The brochure also discloses typical custodial arrangements—including advance fee debit and the use of standing letters of authorization—and describes procedures and disclosures the firm follows to address potential conflicts arising from custodial relationships.

To learn more about the advisors currently working at Financial Plan, Inc., 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.