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

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

Hark Financial Planning serves individual and business clients with comprehensive financial planning, investment management (available only to those in its ongoing planning program), tax planning and preparation through an affiliated tax-preparation entity, and educational seminars or speaking engagements. Services are offered on either a project-based or ongoing basis, with written financial plans provided for planning engagements. The firm operates as a fee-only adviser and does not rely on percentage-of-assets-under-management fees; investment management is provided as part of its recurring planning engagements. Its investment approach emphasizes Modern Portfolio Theory and long-term, buy-and-hold allocations, may use third‑party model portfolios (Dimensional Fund Advisors and Altruist), and can accommodate socially responsible investing upon client request. Distinctive features for a solo adviser include managing roughly $25.7 million for a small client base (about 22 clients) while offering paid educational seminars—an uncommon service among independent peers. The firm also maintains an affiliated tax-preparation practice and the principal’s involvement in CFP-related instruction, creating an atypical mix of advisory, tax, and educational activities for a firm of this size.

To learn more about the advisors currently working at Hark 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.