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

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

Financial Planning Services provides financial planning and investment advisory services to individuals, high‑net‑worth clients, retirement plans, trusts, estates and business entities. The firm offers portfolio management and written financial plans, cash‑flow and retirement planning, and an advisor‑managed Wealth Management Platform that delivers execution, clearing and custodial services through Pershing. The firm’s investment approach emphasizes long‑term buy‑and‑hold strategies and strategic asset allocation, using risk‑tolerance questionnaires, efficient‑frontier plotting and portfolio optimization tools to construct and periodically rebalance client portfolios. Managed accounts receive ongoing supervision with reviews at least quarterly or annually, and the adviser typically recommends mutual funds, ETFs, equities, options and variable sub‑accounts while allowing clients to place reasonable investment restrictions. Compared with many peer team firms, Financial Planning Services’ adviser representatives are dually registered as registered representatives of a broker‑dealer and several are licensed insurance agents, and the brochure discloses that representatives may recommend and sell insurance products and receive commissions. The firm also discloses participation in broker‑dealer‑sponsored educational, training and incentive programs, the use of endorsements in advertising and offering seminars or workshops—features the firm notes as potential sources of conflicts of interest and that are uncommon among similar firms.

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