A complete list of active advisors currently associated with Highsmith Financial Planning, LLC

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

Highsmith Financial Planning, LLC provides fee-only, as‑needed financial planning and investment advice to individual clients, covering areas such as income and expense planning, tax, insurance, estate, retirement and education planning. The firm delivers standalone planning engagements and investment recommendations but does not take custody of client assets. The firm follows a fundamental, long-term buy‑and‑hold philosophy that favors a passive approach, recommending low‑cost, no‑load index investments and emphasizing strategic asset allocation and periodic rebalancing. Investment engagements are advisory and non‑discretionary, with clients expected to re‑engage or initiate periodic reviews rather than receiving continuous monitoring. Distinctively for an independent adviser, the firm does not charge fees based on a percentage of assets under management and does not accept commissions or third‑party compensation. The practice is led by a CFP‑certified principal and participates in professional networks such as NAPFA, XYPN and the Garrett Planning Network, reflecting a solo, fiduciary‑oriented, project‑based planning model.

To learn more about the advisors currently working at Highsmith Financial Planning, LLC, 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.