A complete list of active advisors currently associated with Financial Planning by Design

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

Financial Planning By Design is a fee‑only, independent registered investment adviser operating as a solo practice that serves individual clients, including high‑net‑worth individuals, through comprehensive financial planning and discretionary investment management. The firm offers both ongoing and project‑based planning engagements and may refer clients to outside managers or subscribe client accounts to third‑party model portfolios for implementation. The advisor’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and employs a mix of passive and active strategies across mutual funds, ETFs, individual securities, and fixed income, with analysis methods that include fundamental, technical, and cyclical tools. The firm tailors planning across cash flow, retirement, college savings, tax planning, estate considerations and risk management, and permits client‑imposed investment restrictions while monitoring outside managers and model allocations. Noteworthy for a sole‑advisor practice, the firm conducts educational seminars and speaking engagements for organizations and the public and participates in model marketplaces and third‑party model providers (including named marketplace and model solutions) to access implementation resources. The principal maintains professional designations relevant to planning and divorce financial matters and operates an outside consulting practice focused on divorce‑related financial issues, which informs the firm’s capacity to advise clients with those specific needs.

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