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

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

Financial Planning Advisors, Inc. provides comprehensive financial planning and investment advisory services to a mix of individuals, trusts and estates, corporate profit‑sharing plans, small businesses, charitable organizations, foundations and endowments. Services described in the brochure include written financial plans, ongoing portfolio positioning and discretionary management of mutual funds, ETFs, individual securities and other assets. The firm’s approach blends fundamental and technical analysis with tactical asset‑allocation models to produce personalized investment positioning and periodic reviews, with the ability to implement discretionary trading and rebalancing consistent with client objectives. It also uses sub‑advisory relationships for specialized tactical portfolios and relies on independent custodians for account custody and reporting. Noteworthy for an independent adviser of its type, the firm manages a relatively large client base per advisor while continuing to serve corporate and charitable clients—client types that are less commonly served by similarly sized independent firms. The brochure also discloses periodic public seminars and workshops, fixed‑fee project engagements, a defined Aggressive Trading Account Strategy and coordination of insurance product recommendations through licensed advisors, which together broaden its service mix compared with many peers.

To learn more about the advisors currently working at Financial Planning Advisors, 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.