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

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

Financial Planning Northwest provides fee-only financial planning to individual and high‑net‑worth clients, offering comprehensive, project‑based, and hourly planning across retirement, tax, estate, business planning, insurance, college savings, and cash‑flow analysis. The firm also offers educational seminars and speaking engagements for organizations and the public on personal finance topics, delivered virtually or in person. The firm does not provide discretionary portfolio management or maintain assets under management; investment recommendations are delivered as part of the planning engagement and the firm may refer clients to outside investment managers or custodians for implementation. In forming recommendations it uses a mix of passive and active strategies, emphasizes asset allocation and modern portfolio theory, and can incorporate socially responsible (ESG) considerations when requested. Noteworthy aspects include the availability of a “Deep Dive Action Plan” for targeted, one‑time analyses and an active seminar/speaking component that is uncommon among peer independent planners. The firm operates on fixed, project‑based, or hourly fees rather than percentage‑of‑AUM billing, does not accept custody of client assets, and coordinates with third‑party custodians and other professionals as part of its planning process.

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