A complete list of active advisors currently associated with Janus Financial Planning, LLC

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

Janus Financial Planning provides advisory services primarily to individual clients, delivering investment management alongside ongoing and project-based financial planning and retirement-account advice. The firm also offers standalone tax return preparation as a part of its service menu and produces written financial plans that address cash flow, estate, insurance, and retirement objectives. The adviser develops individualized investment policies and implements discretionary portfolios guided by clients’ goals, risk tolerance, and tax considerations, typically using mutual funds and ETFs within a passive asset-allocation framework. Clients receive regular oversight and quarterly reviews, and planning engagements are collaborative with the adviser monitoring and updating recommendations as client circumstances change. Compared with many peers, Janus supplements its advisory work with public and organizational educational seminars and speaking engagements and provides tax-preparation services supported by credentials that permit tax representation before the IRS. The combination of educational outreach, integrated tax services, and a small, practice-focused client base distinguishes its service model within the independent-adviser cohort.

To learn more about the advisors currently working at Janus Financial Planning, LLC, 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.