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

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

Flegal Financial Planning is an independent, fee‑only advisory firm that serves individual and high‑net‑worth clients with comprehensive wealth management, investment management, financial planning, and tax preparation services. The firm offers ongoing comprehensive engagements as well as project‑based planning and business‑planning consultations. The firm constructs personalized investment plans that draw on modern portfolio theory alongside fundamental and technical analysis, combining passive and active strategies and typically holding positions for a year or longer under discretionary management. Client work emphasizes collaboration, periodic monitoring and rebalancing, and integration of tax considerations into investment and financial‑planning recommendations. What distinguishes the firm from many solo independents is its small client roster relative to assets under management—approximately $14.3 million across roughly 16 clients—and the maintenance of multiple offices despite a single‑advisor structure. The principal holds both CFP and CPA credentials, provides in‑house tax return preparation, and continues part‑time work at a local CPA practice during tax season, concentrating tax and planning capabilities within the firm while creating predictable seasonal demands on advisor time.

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