A complete list of active advisors currently associated with JOS Planning

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

JOS Planning Firm LLC provides investment management primarily through third-party Outside Managers for pooled or institutional-type arrangements and also offers financial planning, project-based planning, and financial coaching services. The firm operates as a fee-only registered investment adviser and typically facilitates implementation and account access through independent custodians rather than holding client assets directly. The firm emphasizes selection and ongoing due diligence of other advisers, reviewing Outside Managers’ investment philosophies, performance, compliance, and business enterprise risks as part of its service model. Portfolios may combine passive and active strategies, incorporate socially responsible/ESG options when requested, and accommodate client-imposed security or sector restrictions, with discretionary trading generally delegated to the selected Outside Manager or TAMP. Distinctive elements include offering educational seminars and speaking engagements and providing endorsement and sponsorship management services—offerings that are uncommon among peers in this firm category. The firm is newly formed and currently reports no assets under management; it also offers hands-on financial coaching with regular client contact while relying on Outside Managers for custody and voting of client securities.

To learn more about the advisors currently working at JOS 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.