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 provides wealth management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations and business entities, serving both high‑net‑worth and non‑HNW clients. The firm manages client portfolios on a discretionary basis and also works with plan sponsors on fiduciary matters and plan governance. The firm uses a mix of quantitative and qualitative analysis and implements core‑and‑satellite portfolio construction, employing ETFs, mutual funds, individual securities and, when appropriate, third‑party managers; it also operates an automated investment program on Charles Schwab’s Institutional Intelligent Portfolios platform for eligible accounts. Client relationships include ongoing monitoring, quarterly reviews, rebalancing and optional faith‑based screening, and the adviser may aggregate model trades or block orders across accounts. Noteworthy for a small advisory practice, Inland Financial Planning manages roughly $43.3 million in client assets with a two‑advisor team and documents participant educational workshops as part of its retirement plan services, an offering relatively uncommon among peers. The firm also provides ERISA 3(21) or 3(38) plan services — including discretionary authority to amend plan investment menus — and discloses that a principal maintains a significant outside role in the Air National Guard.

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.