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

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

Financial Planning Partners provides financial planning and investment management primarily to high‑income, high‑net‑worth individuals and business owners. The firm also delivers complementary services — including accounting and tax preparation, mortgage origination, real estate brokerage, and insurance services — through an affiliated company. Investment advice is integrated with a written financial‑planning process that ranges from general to complex plans and relies on both fundamental and technical analysis along with diversified asset allocation and, when appropriate, third‑party managers. Although the adviser can accept discretionary authority, the firm reports that client assets are managed on a primarily non‑discretionary basis (clients receive recommendations and retain final approval), a practice that differs from most independent peers. Noteworthy features include formal affiliations with accounting, real estate brokerage, and insurance activities and a registered‑representative relationship with a broker‑dealer, creating a multi‑service delivery model uncommon among independent advisory firms. The firm operates as a solo practice with a small client roster but a relatively sizable asset base (about $14 million), indicating a higher asset concentration per client than is typical for its category.

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