A complete list of active advisors currently associated with Massie Financial Planning Inc.

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

The firm provides investment advisory and financial planning services to individuals and high‑net‑worth clients, offering both discretionary and non‑discretionary managed accounts and periodic financial planning reports. It works with clients to document investment objectives, prepare written investment policy statements, and accepts client‑imposed restrictions on securities or sectors in writing. The firm’s investment approach emphasizes asset allocation matched to each client’s risk tolerance and time horizon and uses a mix of passive, asset‑class mutual funds and index funds for managed accounts when a third‑party portfolio manager is engaged. For accounts not in the third‑party program, the firm emphasizes retail mutual funds with attention to controlling expenses and performs quarterly reviews and oversight of outsourced trading activity. Noteworthy aspects include a relatively large amount of assets under management given the firm’s small client base and a formal relationship with an independent portfolio manager that provides access to institutional‑class mutual fund share classes not generally available to retail investors. The firm also documents separate fixed‑fee arrangements for standalone planning engagements and discloses that some service providers use artificial‑intelligence components, with periodic due diligence performed to address associated risks.

To learn more about the advisors currently working at Massie Financial Planning 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.