A complete list of active advisors currently associated with Launch Financial Planning
Warmer can help you find a great advisor at Launch Financial Planning or one who fits your needs even better.
Launch Financial Planning is a small advisory firm with two advisors that, per its brochure, manages approximately $49.8 million in client assets. It serves individuals (including high-net-worth clients), pension and profit-sharing plans, trusts and estates, and provides ongoing investment management, standalone financial planning, and pension consulting services. The firm works with clients to develop written investment policy statements and delivers discretionary portfolio construction, asset allocation, and ongoing supervision with at least quarterly reviews. Launch’s investment analysis combines traditional fundamental research with technical trading models, cyclical analysis and charting, and it offers both long-term and short-term/trading strategies; financial planning is offered separately on an hourly basis ($275/hour, $2,750 minimum, with typical delivery timelines noted). Compared with many peers, Launch explicitly offers pension consulting that can include drafting plan investment policy statements, selecting investment vehicles, monitoring plan performance and providing participant education under ERISA 404(c). The firm does not offer wrap-fee programs, does not utilize third‑party investment advisers, does not vote client proxies (clients receive proxy materials directly), and recommends Charles Schwab for custody while disclosing receipt of practice-support benefits through Schwab Advisor Services.
To learn more about the advisors currently working at Launch 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.
Name |
Location |
Years of experience |
|---|---|---|
Andover, MA
| 6
| |
Andover, MA
| 11
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")