A complete list of active advisors currently associated with Lavish Financial Planning

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

Lavish Financial Planning advises individual clients, including high‑net‑worth households, and serves employer plan sponsors, offering discretionary and non‑discretionary asset management, one‑time and ongoing financial planning, and employee benefit plan services. The firm manages approximately $35 million in client assets and also facilitates relationships with third‑party managers and custodial platforms for account implementation. The firm’s investment approach is largely passive and grounded in Modern Portfolio Theory, using diversified allocations of mutual funds and ETFs with periodic rebalancing; it also may deploy third‑party managers for select mandates. Clients commonly grant discretionary authority for trading, but may impose written restrictions, and accounts are executed through a defined set of custodians rather than open brokerage choice. Distinctive features for a two‑advisor firm include the formal offering of employee benefit plan advisory services and packaged concierge planning that includes tax preparation support and financial advocacy, extending services beyond portfolio construction. Leadership combines CFP credentials with an MBA and prior investment‑banking experience, and the firm’s use of directed brokerage and participation in soft‑dollar arrangements with specific custodians is a notable operational characteristic relative to many peers.

To learn more about the advisors currently working at Lavish 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.