A complete list of active advisors currently associated with Korbitz Financial Planning LLC

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

Korbitz Financial Planning LLC provides fee-only financial planning and investment consultation to a mix of individuals, retirement plans, trusts, estates, charitable organizations and businesses, and also offers income tax preparation and other accounting services through an in‑house department. The firm is a state‑registered independent adviser that does not maintain client assets under management or sponsor wrap‑fee programs. When engaged for investment consultation the firm customizes portfolio allocations, typically documents objectives in an investment policy statement, and relies on asset‑allocation principles (including Modern Portfolio Theory) combined with fundamental, technical, cyclical and charting analyses. Advice is delivered on a consultative, non‑discretionary basis—engagements often conclude with delivery of a plan or portfolio design and periodic reviews are client‑initiated. Notable distinctions include the principal’s CPA background and the firm’s integrated accounting/tax capabilities and affiliation, which allow coordinated tax and planning work within the same firm rather than through outside referrals. The firm’s client mix includes corporate or business clients and its advisory model avoids percentage‑of‑assets fees and ongoing discretionary portfolio management, an arrangement that is less common among independent advisers.

To learn more about the advisors currently working at Korbitz Financial Planning LLC, 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.