A complete list of active advisors currently associated with Hive Retirement Planning

Warmer can help you find a great advisor at Hive Retirement Planning or one who fits your needs even better.

Hive Retirement Planning is a fee-only independent advisory firm that provides comprehensive financial planning and discretionary investment management to individual clients, including high-net-worth individuals. The firm delivers written comprehensive plans covering areas such as retirement income, tax-aware strategies, estate considerations, and employee benefits, and offers investment management primarily to clients who have completed a planning engagement. The firm’s investment process emphasizes client-specific investment policy development, asset allocation, and a mix of passive strategies (index funds/ETFs) with fundamental analysis and mutual fund/ETF selection. Portfolios are managed on a discretionary basis when authorized, and the firm executes trades on an individual-account basis rather than aggregating block trades; it also relies on institutional custodial platforms for execution and custody. Noteworthy aspects include a very small, concentrated client base—managing roughly $3 million in discretionary assets for a handful of clients—and an operational requirement that management relationships follow a financial planning engagement. The firm’s sole principal holds CFP® and specialized retirement and tax-planning credentials, the adviser does not routinely conduct public seminars (though occasional educational presentations may be offered), and it does not vote client proxies.

To learn more about the advisors currently working at Hive Retirement 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.