A complete list of active advisors currently associated with Life Planning Partners, Inc.

Warmer can help you find a great advisor at Life Planning Partners, Inc. or one who fits your needs even better.

Life Planning Partners advises individual clients — including high-net-worth households — as well as retirement plans, trusts, and charitable entities, offering ongoing financial planning with portfolio management, pension consulting, and limited-scope advisory consulting. Its service set includes an annual, holistic “financial life plan” process and implementation assistance tailored to each client’s circumstances. The firm’s investment approach emphasizes broadly diversified, long-term asset allocation driven by written Investment Policy Statements and a belief that markets are generally efficient; portfolios are typically constructed with low-cost, tax-efficient mutual funds and ETFs and supplemented with individual municipal, corporate, or Treasury bonds when appropriate. Life Planning Partners monitors and rebalances accounts periodically and can operate on a discretionary or non-discretionary basis depending on client authorization. Notably, the firm generally uses a fixed, complexity-based advisory fee model rather than charging a percentage-of-assets-under-management, a departure from the fee model used by many peers. It also provides ERISA-focused pension consulting as a non-discretionary fiduciary, may be granted standing authority to facilitate asset transfers (resulting in limited custody arrangements), and relies on an institutional custody platform that provides execution and operational support.

To learn more about the advisors currently working at Life Planning Partners, Inc., 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.