A complete list of active advisors currently associated with Make the Memory Financial Planning

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

Make the Memory Financial Planning is an SEC‑registered investment adviser that provides discretionary investment management and standalone financial planning and consulting to individuals and families, including both non‑high‑net‑worth and high‑net‑worth clients, as well as some corporate entities. The firm offers portfolio construction, investment supervision and written financial plans tailored to each client’s goals and circumstances. The firm develops investment policy statements and conducts periodic reviews to align portfolios with client objectives, employing a range of analytic methods (including fundamental, technical and cyclical analysis) and investment tools such as mutual funds, ETFs and options where appropriate. Financial planning can be delivered as a separate engagement or as part of investment management, and MMFP offers multiple billing approaches for planning and advisory work, including fixed‑fee and hourly arrangements. Notable features relative to peers include the combination of standalone financial planning with both fixed and hourly billing and the firm’s willingness to manage individual client portfolios while also offering asset‑based advisory arrangements, a mix that is uncommon among similar firms. MMFP does not participate in wrap‑fee programs or serve as a private‑fund adviser, requires custody relationships with institutional custodians it recommends, and discloses that it does not vote client proxies.

To learn more about the advisors currently working at Make the Memory 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.