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

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

Financial Planning Associates, Inc. provides comprehensive personal financial planning and discretionary investment management to individuals, couples, families, trusts, estates, and qualified retirement plans, and the firm notes it can manage employer-sponsored retirement accounts. The brochure reports the firm manages roughly $30 million on behalf of about 59 clients and offers ongoing, year-long planning engagements alongside portfolio management. The firm’s stated investment approach emphasizes managing portfolio risks through broad, efficient diversification and strategic asset allocation, using Markowitz mean‑variance optimization together with practitioner judgment. Implementation typically relies on exchange‑traded funds and market data from sources such as Morningstar and Schwab, with accounts commonly custodied at Charles Schwab Institutional and the adviser operating under limited power of attorney to make policy-driven adjustments while favoring infrequent trading. Noteworthy aspects include a long operating history (incorporated in 1998) and leadership with a history of teaching CFP coursework and an internal standard that advisers meet a college degree, CFP certification, and about ten years’ experience. The firm highlights several operational distinctions: it can manage workplace retirement accounts via third‑party platforms (e.g., Pontera), offers a concierge‑style annual planning model with monthly payment options and no stated account minimum, does not take custody of client assets, and delegates proxy voting to clients.

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

Name	Location	Years of experience
Carl Goodin	Ellisville, MO	27

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