A complete list of active advisors currently associated with Healthy Love and Money

Warmer can help you find a great advisor at Healthy Love and Money or one who fits your needs even better.

Healthy Love and Money is a fee‑only independent advisory firm that works with individuals, couples, and families — including high‑net‑worth clients — and also provides advisory services to corporations and other businesses. The firm offers comprehensive financial planning and discretionary investment management alongside therapy‑informed financial planning, hourly consulting in financial psychology, and educational seminars. The firm’s process explicitly integrates financial therapy and couples therapy into planning to address how psychological and relational dynamics affect financial decisions, and it constructs tailored asset‑allocation portfolios using a mix of passive and active funds. Investment management may be implemented directly or through third‑party managers (including use of the Altruist model marketplace), and the adviser implements accounts on a discretionary basis while allowing client‑imposed restrictions. Distinctive for a firm with a small asset base and limited client roster, the principal combines CFP credentials with licensure and certification in marriage/family therapy and financial therapy, enabling a practice that blends clinical and financial expertise. The firm also offers standalone financial‑psychology consultations, authored courses and books as client resources, and provides portfolio management to corporate/institutional clients — a service that is relatively uncommon among independent advisers of this type.

To learn more about the advisors currently working at Healthy Love and Money, 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.