A complete list of active advisors currently associated with John N. Carmody D.D.S. CFP, Inc.

Warmer can help you find a great advisor at John N. Carmody D.D.S. CFP, Inc. or one who fits your needs even better.

The firm is a small, fee-only independent advisory practice that provides personalized financial planning and investment management to individuals as well as pension and profit‑sharing plans. Services include comprehensive financial planning (cash flow, tax, retirement and education planning), ongoing asset management, and limited-scope hourly engagements. Its investment approach emphasizes strategic asset allocation using a core‑and‑satellite framework, with passively managed index funds and ETFs as the core and selectively added active funds where opportunities exist; portfolios are globally diversified and implemented mainly through no‑load mutual funds, ETFs, and discount brokers. The firm typically manages assets on a discretionary basis under a limited power of attorney only after client discussions and documents objectives in written investment policy statements, with quarterly reviews and performance reporting. Noteworthy distinctions include the provision of pension and profit‑sharing plan consulting, a service that is uncommon among similar solo independent advisers, and a very small client base—about 20 clients with roughly $28.9 million in assets under management—which may reflect more individualized engagement. The firm operates strictly on a fee-only basis (no commissions or product sales) and leaves custody and proxy voting to clients, while using custodial relationships and occasional custodial credits to support its operations.

To learn more about the advisors currently working at John N. Carmody D.D.S. CFP, Inc., 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
John Carmody	Seattle, WA	30

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