A complete list of active advisors currently associated with Fireside Financial Planning, Inc.

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

Fireside Financial Planning, Inc. is a small, independent advisory firm that provides written financial plans and both discretionary and non‑discretionary portfolio management for individuals, trusts, small businesses and a range of institutional clients. As of December 31, 2025 the firm reported $17,717,284 in assets under management across 70 accounts, and its services include ongoing asset supervision as well as one‑time or periodic financial planning engagements. The firm develops plans through in‑depth client interviews and questionnaires, covering personal, tax and cash‑flow matters, death and disability planning, retirement projections and investment analysis, and coordinates implementation with attorneys, accountants and insurance agents when appropriate. Investment work draws on charting, fundamental, technical and cyclical analysis and generally favors professionally managed mutual funds, ETFs and ETNs with a long‑term orientation while allowing short‑term or occasional trading where warranted. One distinctive aspect of the practice is its work for corporate pension and profit‑sharing plans, charitable institutions and other institutional clients — a service set that is less common among solo independent advisers. The principal also maintains an ongoing tax preparation, consultation and representation practice that may occupy a substantial portion of his time, which can provide integrated tax and investment advice while also affecting advisor availability.

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