A complete list of active advisors currently associated with Future Proof Consulting Group LLC
Warmer can help you find a great advisor at Future Proof Consulting Group LLC or one who fits your needs even better.
Future Proof Consulting Group LLC provides objective, fee‑only financial planning and non‑discretionary investment advice to individuals, families, educators, entrepreneurs, small business owners, and those preparing for or living in retirement. The firm offers comprehensive planning engagements, shorter project work, and public education through seminars, workshops, webinars, and written resources, while clients retain custody of their assets and the firm does not execute trades on client accounts. The firm’s recommendations are grounded in a structured, evidence‑informed planning process called the Future Proof Blueprint™, emphasizing long‑term, broadly diversified passive strategies, tax awareness, disciplined portfolio management, and the integration of retirement, cash‑flow, insurance, and estate planning. Advice is delivered non‑discretionarily and collaboratively: clients receive written plans, implementation support if requested, and periodic reviews rather than having assets managed directly by the firm. Noteworthy features include fee arrangements that rely on hourly engagements, fixed project fees, and fixed monthly subscription tiers instead of asset‑based or performance‑based compensation, and an explicit commitment to financial education through seminars and workshops. The founder operates the advisory practice on a part‑time basis while holding a full‑time academic appointment, the firm does not sponsor or advise private funds, and it has voluntarily adopted the Real Fiduciary™ Practices as a code of conduct.
To learn more about the advisors currently working at Future Proof Consulting Group 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.
Name |
Location |
Years of experience |
|---|---|---|
White Plains, NY
| 0
|
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