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

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

Long Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, and also offers consulting for qualified pension and profit‑sharing plans. Services include comprehensive financial plans, ongoing discretionary asset management, limited-scope financial review meetings, and participant education for retirement plans. The firm operates as a fee‑only adviser and typically implements strategic asset allocation using passive index funds and ETFs, placing trades under a limited power of attorney while clients retain custody of assets. Financial plans commonly include net worth statements and periodic reviews, and the adviser also provides advice on assets it does not manage directly, such as workplace retirement accounts. This firm is notable among solo independent advisers for its retirement‑plan work and for providing participant education and seminars, an offering that is relatively uncommon in the peer group; it advises six qualified plans (on 3(21)/3(38) bases) and provides ongoing reporting and education for those plans. It manages roughly $50 million on a small number of direct client relationships while advising on additional non‑managed assets, reflecting a blend of individual wealth planning and institutional plan consulting that distinguishes it from many peers.

To learn more about the advisors currently working at Long 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.