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 is a fee-only, independent advisory firm that provides comprehensive financial planning and dedicated 401(k) assessment services for individuals, high‑net‑worth clients, and businesses. The firm does not manage or custody client assets and delivers recommendations for clients to implement through their chosen custodians or third‑party professionals. Services are offered as either project‑based or ongoing planning engagements billed on hourly or fixed‑fee arrangements rather than percentage‑of‑AUM fees, and recommendations draw on long‑term asset allocation principles, fundamental analysis, and a mix of passive and active funds (including socially responsible options). The firm’s planning scope routinely includes business planning, employee‑benefits optimization, estate and tax planning guidance, and coordination with attorneys, accountants, or insurance professionals as needed. Compared with many independent advisers, the principal maintains a separate financial‑education practice and conducts seminars and workshops as part of client outreach, and the firm’s communications include client testimonials. The firm also highlights specialized services such as 401(k) benchmarking and participant surveys while expressly disclosing it does not accept custody, participate in wrap programs, or charge AUM‑based fees.

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.