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

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

The firm provides wealth management, individual portfolio management, comprehensive financial planning (offered both as ongoing and project-based engagements), and retirement plan consulting and management for individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. It operates as a fee-only adviser and may coordinate with third-party professionals when a client’s needs fall outside the firm’s scope. The firm’s investment approach emphasizes asset allocation and principles of Modern Portfolio Theory, blending passive and active strategies and using mutual funds, ETFs, individual securities, and direct-indexing techniques where appropriate; accounts may be managed on either a discretionary or non-discretionary basis. Implementation often relies on third‑party managers and model portfolios, and the firm provides ongoing monitoring and held-away account oversight while accommodating client-imposed restrictions. Noteworthy for a firm in this category, it offers retirement plan consulting and discretionary retirement-plan management (acting as an ERISA investment manager) and routinely selects and monitors outside advisers for clients — services that are statistically uncommon among peers. It also makes available a mix of engagement billing options beyond asset-based fees (including fixed and hourly arrangements) and the firm’s principal maintains a substantial outside practice in financial education and coaching; the firm does not act as a private fund adviser.

To learn more about the advisors currently working at Lafayette 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.