A complete list of active advisors currently associated with Long Planning, LLC

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

The firm provides investment management and financial planning services to individuals and also to pension and profit‑sharing plans, as well as charitable and corporate clients. Services include discretionary portfolio management, ongoing comprehensive planning, project‑based planning, and assistance implementing Separately Managed Accounts. Its investment approach blends fundamental and technical analysis with Modern Portfolio Theory, and it employs both passive and active strategies to construct asset‑allocation‑based portfolios. The firm may allocate client assets to sub‑advisers and model portfolios and acts as a fiduciary when advising retirement plan accounts under applicable law. What is noteworthy is that the firm is a solo, fee‑only adviser that also maintains an affiliated public accounting practice and routinely refers clients between the two entities without receiving referral compensation. It also provides institutional portfolio management and pension consulting in addition to individual wealth management, a mix of services that is less common among similarly sized independent advisory firms.

To learn more about the advisors currently working at Long 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.

Name	Location	Years of experience
Kyle Long	Geneva, IL	8

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