A complete list of active advisors currently associated with First Pitch Planning and Tax LLC

Warmer can help you find a great advisor at First Pitch Planning and Tax LLC or one who fits your needs even better.

First Pitch Planning and Tax LLC is a single-advisor registered investment adviser that provides financial planning, tax planning, and financial coaching to individual clients, with an emphasis on younger and lower-to-medium net worth households. Services are delivered through consultations and scoped engagements covering cash flow, tax planning, education funding, retirement planning, and related financial organization tasks; the firm does not sell commissioned insurance or annuity products. The firm emphasizes teaching clients to become self-directed investors, using MoneyGuide Pro to assess risk tolerance and develop recommended asset allocations and financial plans. First Pitch does not take custody of client assets or discretionary trading authority, and it delivers advice via fee-based, hourly, and subscription arrangements rather than charging percentage-of-assets fees. Distinctive features include operation by a credentialed accountant (CPA) who integrates tax considerations into the planning process, an arrangement that is less common among independent solo advisers. The firm explicitly positions itself as an alternative to AUM-based planners, limits outside compensation and product sales, and offers modular, lower-cost planning options with no required minimum net worth.

To learn more about the advisors currently working at First Pitch Planning and Tax LLC, 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.