A complete list of active advisors currently associated with Green Peaks Planning

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

Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth clients. The firm reports discretionary assets under management of $46,094,651 as of December 31, 2025 and operates with two advisors serving roughly 90 clients. The firm’s investment approach combines fundamental security analysis with Modern Portfolio Theory, using both passive and active funds and emphasizing strategic asset allocation with tactical deviations within defined tolerance ranges. Portfolios are customized to client objectives and risk tolerance and may include long‑term holdings, option strategies, and limited use of margin; the firm typically exercises discretionary trading authority. Distinctive aspects include a formal menu of planning engagements beyond AUM‑based advisory work—ongoing comprehensive planning with onboarding and recurring service, project‑based plans, and hourly engagements—alongside traditional portfolio management. The brochure also notes that the firm does not aggregate client trades into block orders, leaves proxy voting to clients, works with custodians including Schwab, Lincoln Financial and Altruist (with Altruist custody tied to advisor relationships), may receive soft‑dollar benefits, may pay third‑party referral fees, and that the firm’s principal holds a ChFC designation.

To learn more about the advisors currently working at Green Peaks 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.