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

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

Haystack Financial Planning provides investment management and both project-based and ongoing comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and a limited number of corporate clients. The firm also offers business planning consulting and employee benefit plan services for employer plan sponsors, including advice on plan structure, investment options, and participant education. The firm constructs portfolios using Modern Portfolio Theory and primarily practices passive investment management with index mutual funds and ETFs, aiming for low turnover and tax efficiency. It also employs fundamental and cyclical analysis to inform asset-allocation decisions and implements client-specific investment policy statements to tailor portfolios and planning engagements. What is distinctive for this small independent adviser is the explicit focus on pension and profit-sharing plan clients and pension consulting—services that are uncommon among peers of its size. With a compact client roster and a mix of discretionary and non-discretionary assets, the firm combines individualized plan implementation with workplace retirement-plan advisory work while noting exclusions for certain illiquid or employer-specific plan assets.

To learn more about the advisors currently working at Haystack 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.