A complete list of active advisors currently associated with Investment & Resource Planning

Warmer can help you find a great advisor at Investment & Resource Planning or one who fits your needs even better.

Investment & Resource Planning provides investment advisory and financial planning services primarily by facilitating access to third‑party managed accounts, model portfolios, and wrap programs for clients including individuals, families, small businesses and government entities. The firm also offers standalone financial and divorce‑planning engagements and educational workshops for groups. The firm’s investment process centers on selecting and monitoring third‑party managers and model asset allocations, using research tools such as Morningstar Principia to evaluate managers’ objectives, style, performance vs. benchmarks and risk characteristics. It does not take custody or exercise trading discretion over managed accounts and supplements manager oversight with periodic reviews and client reporting. What is distinctive for this firm is its practitioner specialization and outreach: the principal is a Certified Divorce Financial Analyst who regularly delivers seminars and workshops (including programs for community and professional organizations) and dedicates a portion of time to those educational activities. The firm also plays an explicit role in recommending, selecting and ongoing monitoring of other advisers and receives portioned compensation arrangements from third‑party managers, while maintaining a planning practice billed on an hourly basis.

To learn more about the advisors currently working at Investment & Resource 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.

Name	Location	Years of experience
Deborah Marson	Falls Church, VA	27

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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