A complete list of active advisors currently associated with Financial Plans & Strategies, Inc.
Warmer can help you find a great advisor at Financial Plans & Strategies, Inc. or one who fits your needs even better.
Financial Plans & Strategies, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, families, trusts, estates and employer-sponsored retirement plans, offering discretionary asset management, retirement plan advisory, financial planning and consulting. Its service model includes portfolio management, participant education and enrollment support for plans, written financial plans, and periodic client reporting. FPS tailors portfolios to each client’s objectives, time horizon and risk tolerance, employing both fundamental and technical analysis and selecting a focused set of institutional managers based on people, process and research. The firm exercises discretionary authority for many accounts, conducts ongoing monitoring and rebalancing, and conducts annual or ad hoc reviews in person, by video conference or by telephone. Noteworthy distinctions disclosed in the brochure include an affiliated insurance agency, Financial Planning Investments Inc., and that certain FPS professionals are licensed insurance agents who may receive commission-based compensation for insurance products—an arrangement the firm identifies as a potential conflict of interest. FPS also manages approximately $610.6 million in client assets while serving over 1,000 clients with a six-advisor team, a client load that is larger per advisor than many peers, and notes a long operating history (founded 1982) with a recent ownership transition in 2025.
To learn more about the advisors currently working at Financial Plans & Strategies, Inc., 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.
You can also browse Financial Plans & Strategies, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Greenwood, IN
| 3
| |
Firestone, CO
| 13
| |
Greenwood, IN
| 10
| |
Greenwood, IN
| 1
| |
Greenwood, IN
| 0
| |
Greenwood, IN
| 9
|
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