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 provides retirement-focused financial planning and investment advisory services primarily for individuals and high-net-worth clients who are approaching or living in retirement. The firm offers a structured, limited-duration retirement planning engagement that produces a written financial plan and, if desired, an ongoing advisory relationship that can include portfolio management or implementation guidance. The firm’s advice is tailored to each client’s goals, risk tolerance, tax considerations, and liquidity needs, typically resulting in an investment policy and asset allocation target that guides portfolio construction and monitoring. Strategies described in the brochure include both passive asset-class-based portfolios and fundamental analysis of individual securities, and clients may choose discretionary portfolio management or to implement recommendations themselves. Compared with many independent peers that commonly charge asset-based fees, the firm operates as a fee-only adviser using a fixed-fee billing model rather than a percentage-of-AUM structure. It also notes a willingness to provide occasional educational presentations to groups on general planning topics—an offering that the firm does not routinely market but that is uncommon among similar firms—and the principal holds CFP® and retirement- and tax-focused professional credentials.

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.