A complete list of active advisors currently associated with Financial Planning Center

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

Financial Planning Center provides investment advisory and supervisory services to individuals, trusts, estates, charitable organizations, businesses, pension plans and other advisers, managing roughly $11.5 million in client assets. The firm manages accounts on a non-discretionary basis and works with a small client base while clients select and authorize custodians for their accounts. The firm follows a total‑return, diversified asset‑allocation approach that combines fundamental and technical analysis and emphasizes income-producing securities and option strategies. Typical holdings include exchange-traded funds, mutual funds, U.S. stocks, foreign ADRs, master limited partnerships and option contracts, and the firm generally avoids individual bonds except when requested by a client. Notable distinctions versus many peers include its predominant use of non‑discretionary management and the routine incorporation of covered call writing and cash‑secured puts as part of its income/growth strategy. The firm’s owner supervises all operations, it does not accept custody or vote proxies for clients, and it conducts account reviews at least quarterly with additional written reports provided upon request.

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