A complete list of active advisors currently associated with K-12 Planning

Warmer can help you find a great advisor at K-12 Planning or one who fits your needs even better.

K-12 Planning provides investment management, financial planning, and tax preparation services to individual clients, including both ordinary and high‑net‑worth households. The firm offers discretionary portfolio management along with project‑based and ongoing financial planning engagements. The firm’s investment process emphasizes asset allocation and the use of both fundamental analysis and Modern Portfolio Theory principles, combining passive funds with selective active positions and monitoring accounts on a regular schedule. Financial plans are delivered in writing and cover areas such as retirement, college savings, cash flow, insurance, estate considerations, and tax‑aware strategies, with implementation and monitoring tailored to each client’s risk tolerance and goals. Distinctive for a solo independent adviser, the firm conducts educational seminars and speaking engagements for organizations and the public and explicitly offers student‑loan planning as a stand‑alone project service. The firm also bundles tax return preparation into a full‑service offering and its principal operates an affiliated consulting practice that provides financial wellness and student‑loan consultation to school districts and individuals, indicating a specific orientation toward educational clients and employer‑facing presentations.

To learn more about the advisors currently working at K-12 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.