A complete list of active advisors currently associated with Huguenot Financial Planning

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

Huguenot Financial Planning serves individuals, families, trusts, small businesses, pension and charitable clients by providing fee-only financial planning and periodic investment consultations. The firm’s services include comprehensive planning (cash flow, retirement, education, risk and estate planning), limited-scope real‑time planning sessions, and periodic portfolio monitoring. The adviser follows a broadly diversified, long-term approach that draws on Modern Portfolio Theory and Core + Satellite concepts, favoring low‑cost indexed vehicles where practical and tailoring allocations to clients’ objectives and risk tolerance. Clients typically receive written investment policy guidance and periodic (usually quarterly) reviews, while trade execution and custody are maintained at the client’s chosen service providers and the firm generally does not exercise discretionary trading authority. Compared with many small independents, the firm does not rely on percentage‑of‑assets billing and instead offers hourly, fixed‑project, and retainer/subscription‑style engagements, and it does not provide ongoing asset management services. The brochure also notes the principal’s external writing for industry publications and the firm’s regular educational workshops and real‑time planning sessions, which the adviser presents as recurring elements of its client service model.

To learn more about the advisors currently working at Huguenot Financial 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.