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

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

Inland Financial Planning serves individual clients — including high-net-worth households — as well as trusts, estates, non-profits, corporations and retirement plans. The firm provides wealth management, ongoing portfolio management, comprehensive financial planning, and retirement plan consulting and implementation. The firm typically manages client accounts on a discretionary basis and blends passive and active strategies, using core-and-satellite allocations, ETFs and mutual funds, and may place accounts on an automated Schwab Institutional Intelligent Portfolios platform or engage independent sub‑advisors. Investment advice is informed by both quantitative and qualitative analysis and can include faith‑based screening, rebalancing, monitoring and the use of model portfolios. Compared with peers, the firm is a small advisory team managing roughly $43 million across about 72 clients while offering a broader set of planning services than many firms of its size, including Medicaid and elder‑care planning, family counseling for elder care, retirement housing selection, and trust‑related tax planning. It also provides educational seminars and participant workshops for retirement plans and site visits — a service line noted in this category as relatively uncommon.

To learn more about the advisors currently working at Inland 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.