A complete list of active advisors currently associated with Full Circle Financial Planning

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

Full Circle Financial Planning provides investment management and financial planning to individuals, including high‑net‑worth clients, delivering continuous portfolio advice as well as ongoing and project‑based planning that can cover retirement, estate, tax, business, cash flow, insurance, and college‑savings needs. The firm operates on a fee‑only basis and advises primarily in stocks, bonds, mutual funds, ETFs and cash equivalents while coordinating with third‑party professionals when appropriate. The firm’s investment process emphasizes asset allocation guided by modern portfolio theory and primarily employs passive investment vehicles, with socially responsible (ESG) options available on request; written investment policies and quarterly account reviews are part of its process. Full Circle is notable for operating predominantly on a non‑discretionary basis—clients retain final approval for trades and may impose reasonable investment restrictions—which differs from the discretionary model used by most peers. Distinctive features include the firm’s unusually high share of non‑discretionary assets under management and its provision of educational seminars and speaking engagements, offerings that are uncommon among similar independent advisers. The principal holds both CFP® and CPA credentials, runs a small, solo practice established recently, and discloses a limited outside CPA consulting activity as an ancillary service.

To learn more about the advisors currently working at Full Circle 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.