A complete list of active advisors currently associated with Java Wealth Planning

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

Java Wealth Planning serves individual and high‑net‑worth clients with comprehensive financial planning and discretionary portfolio management. The firm’s services range from full ongoing planning and investment management to shorter, focused engagements (MVP) and an education‑focused “Pair Programming” option, and it facilitates personal tax return preparation through an independent third‑party accountant. For investment management JWP primarily implements passive, model portfolios built from index mutual funds and ETFs (notably funds from Vanguard and BlackRock), constructs client‑specific Investment Policy Statements, and manages accounts on a discretionary basis with periodic rebalancing. The firm uses a digital custodial platform and emphasizes low‑cost, tax‑aware implementation of its asset allocation models. Distinctive features noted in the brochure include a fee model based on fixed and tiered flat‑dollar engagements rather than a percentage‑of‑assets approach, and a practice of offering public educational seminars and speaking engagements. The firm also references third‑party ratings in its public materials and is led by a CFP®‑credentialed adviser with a technology background, which the brochure links to the firm’s digital integrations and service delivery.

To learn more about the advisors currently working at Java Wealth 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.