A complete list of active advisors currently associated with Keep It Simple Financial Planning

Warmer can help you find a great advisor at Keep It Simple Financial Planning or one who fits your needs even better.

Keep It Simple Financial Planning is a state-registered independent adviser that primarily serves individuals and couples approaching or in retirement, as well as high-net-worth clients and employer-sponsored retirement plan sponsors. The firm offers standalone fixed-fee financial planning, ongoing discretionary portfolio management billed as a percentage of assets, and employee benefit plan advisory services. The firm’s investment approach is predominantly passive, constructing diversified portfolios using index mutual funds and ETFs with periodic monitoring and rebalancing, while tailoring plans around retirement income, tax considerations, and cash flow. Financial planning engagements are offered on a standalone basis or may convert into ongoing advisory relationships, and the firm will also advise clients on existing or non-passive holdings such as individual stocks, annuities, employer securities, and digital assets when relevant. What is distinctive about the firm relative to many solo independent advisers is its explicit offering of pension/employee benefit plan consulting and its public educational programming, including seminars and an affiliated wealth-education academy — services that are uncommon among peers. The firm also uses multiple custodial platforms and participates in a digital-advisor network that provides platform services and client referrals, a relationship the firm discloses as part of its operational arrangements.

To learn more about the advisors currently working at Keep It Simple Financial 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.