A complete list of active advisors currently associated with Mindful Money Financial Counsel, LLC

Warmer can help you find a great advisor at Mindful Money Financial Counsel, LLC or one who fits your needs even better.

Mindful Money Financial Counsel, LLC provides fee‑only financial planning and investment advisory consultation to individuals, families, and small business owners through hourly, fixed‑fee, and subscription engagements. It delivers written holistic financial plans and consultative investment advice but does not manage client assets, custody funds, or exercise trading authority. The firm follows a three‑step planning process—initial assessment, a tailored written financial plan, and optional ongoing planning—and offers two ongoing options (an annual Private Client service and a monthly Wealth Builder subscription) for clients who want continued guidance. Investment recommendations emphasize passive asset allocation using index mutual funds and ETFs, while implementation and brokerage selection are left to the client. Mindful Money is notable among solo independent advisers for regularly offering educational seminars and speaking engagements and for providing a subscription membership that includes a personal financial website with budgeting software, daily net‑worth tracking, and secure document storage. It operates without percentage‑of‑AUM billing and without custody or discretionary portfolio management, so clients receive advisory guidance rather than hands‑on asset management.

To learn more about the advisors currently working at Mindful Money Financial Counsel, 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.