A complete list of active advisors currently associated with Her Personal Finance

Warmer can help you find a great advisor at Her Personal Finance or one who fits your needs even better.

Her Personal Finance offers fee-only financial planning and 401(k) assessment services to individuals, business owners, and corporate clients, with particular emphasis on high-earning professionals, executive households, and dual-career couples (for example, MDs, MBAs, JDs, and corporate leaders). Services are delivered as either project-based engagements or ongoing arrangements and include options for hourly work, flat subscription retainers, and initiation fees. The firm focuses on comprehensive financial planning rather than discretionary investment management: it does not manage client assets, accept custody, or charge percentage-of-AUM fees, and clients are expected to implement recommended investment actions. Investment guidance is grounded in modern portfolio theory and may combine passive and active vehicles, mutual fund/ETF analysis, and socially conscious investing when requested, with ongoing monitoring and plan updates as client needs evolve. Distinctive features include an owner-operated structure in which a single principal oversees compliance and supervision while supported by an associate planner, and the principal’s separate business providing financial education classes and workshops consumes a material portion of professional time. The firm also highlights a formal 401(k) assessment offering and a range of non–AUM fee arrangements (hourly, subscription, initiation fee), which contrasts with the more common asset-management and percentage-fee models among similar supported firms.

To learn more about the advisors currently working at Her Personal Finance, 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.

You can also browse Her Personal Finance's office locations.