A complete list of active advisors currently associated with Head to Toe Financial Planning

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

Head to Toe Financial Planning provides investment management, comprehensive financial planning (both ongoing and project-based), and retirement plan consulting to individuals, high-net-worth clients, and employer plan sponsors. The firm also offers educational seminars and speaking engagements for groups on a range of personal finance topics. The adviser operates as a fee-only independent firm with approximately $23.3 million in assets under management across about two dozen clients, and manages discretionary accounts based on client-specific investment policies, asset allocation targets, and tax and risk considerations. Its investment process references Modern Portfolio Theory and combines passive and active vehicles (stocks, bonds, mutual funds, and ETFs), with periodic reviews to assess holdings against client objectives. Distinctive features include employer retirement-plan consulting where the firm provides advisory services to plan sponsors and serves in a fiduciary capacity under ERISA for those engagements—an offering that is less common among peers. The firm also conducts public and organizational educational seminars and, operationally, implements trades on an individual account basis rather than aggregating or block trading; its registration was reactivated in 2024 after a prior termination in 2022, which prospective clients may note when reviewing the firm’s history.

To learn more about the advisors currently working at Head to Toe 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.