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

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

Foresight Financial Planning provides financial planning and investment management to individual clients, including those it describes as high‑net‑worth individuals. Services include ongoing and project‑based planning as well as educational seminars and speaking engagements on personal finance topics. The firm operates on a fee‑only basis and uses fixed recurring and project fees rather than charging a percentage of assets under management; investment management is offered alongside planning engagements and generally executed on a discretionary basis. Its process combines passive allocations using index mutual funds and ETFs with fundamental analysis of individual securities and funds, and the firm recommends a third‑party custodian platform to hold client assets. Distinctive features noted in the brochure include a very small reported client base and asset level (about $14,924 in AUM and one client), the firm’s use of hypothetical performance illustrations in its marketing, and a formal offering of educational seminars — all of which are uncommon among independent advisers. The brochure also discloses that advisory personnel hold a Certified Student Loan Professional (CSLP) designation and that the firm may use standing letters of authorization for client‑directed transfers.

To learn more about the advisors currently working at Foresight 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.