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

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

Longitude Financial Planning is a fee-only, state‑registered independent investment adviser run by a single advisor that serves a small roster of individual and business clients. The firm provides discretionary investment management (delivered exclusively through a wrap‑fee program), both ongoing and project‑based financial planning, educational seminars and written educational products, and bookkeeping services. The firm’s investment process combines modern portfolio theory with both passive and active fund selection, and it may include alternative investments when suitable. Longitude uses third‑party tools and relationships — including Outside Managers, the Altruist Model Marketplace, and a third‑party order management system (Pontera) to advise held‑away retirement and education accounts such as 401(k)s and 529 plans — while allowing clients to impose reasonable investment restrictions. What is noteworthy for a firm of this size is the exclusive use of a wrap‑fee structure and the operational capability to manage held‑away plan accounts through Pontera, alongside regular public and organizational educational seminars. The firm also offers bookkeeping as a complementary administrative service, participates in model marketplace programs, and maintains a related non‑advisory entity for separate real‑estate and media investments; the principal retains an active insurance license but does not sell insurance products through the advisory business.

To learn more about the advisors currently working at Longitude 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.