A complete list of active advisors currently associated with Flexible Finances

Warmer can help you find a great advisor at Flexible Finances or one who fits your needs even better.

The firm serves individual and small business clients with one-on-one financial planning, counseling, workplace benefits analysis, budgeting and debt-management guidance, and investment recommendations. It also offers written meeting summaries and conducts seminars and workshops for groups and sponsoring institutions. The firm emphasizes client education and financial independence, assessing risk through conversations and past behavior and recommending low-cost, liquid investments such as index funds, ETFs, government securities and cash equivalents. Rather than using percentage-of-assets fees, the adviser operates on a fee-for-service model and typically bills hourly or on a per-project basis, and it does not custody or trade client assets on a discretionary basis. Compared with many firms in the investment-manager category, it is notable for combining fee-for-service hourly planning with sponsored educational programs and an explicit refusal of commissions, percentage-of-AUM and performance-based fees. Other distinguishing practices include use of third-party billing platforms, occasional unpaid interns who observe planning sessions for training, and a stated focus on teaching clients to make their own financial decisions.

To learn more about the advisors currently working at Flexible Finances, 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.