A complete list of active advisors currently associated with Financial Planning, Asset Management

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

The firm serves individual clients and trusts and also provides consultation to small businesses on workplace retirement plans. It offers comprehensive financial planning across education, retirement, investment, and estate matters and provides discretionary portfolio management using mutual funds, ETFs, stocks, bonds and cash. The adviser emphasizes a long-term, balanced, and disciplined approach, tailoring asset allocation to each client’s risk tolerance, investment horizon, and life stage while expressly avoiding higher‑risk instruments such as currency, options, and commodities. Standalone financial planning is billed on an hourly basis with a free initial consultation, and managed‑account clients receive a one‑time comprehensive plan and periodic reviews with updates when life changes occur. Noteworthy features include managing roughly $2.1 million in discretionary assets for a very small client roster and routinely acting as a liaison with attorneys and tax advisors for estate work, including investment management for trusts with special‑needs beneficiaries. The firm uses an uncommon combination of custodians for a small adviser (Interactive Brokers and Betterment Securities), follows CFP® fiduciary standards, and maintains a trading policy that gives client orders priority over personal trades.

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