A complete list of active advisors currently associated with Momentum Financial Planning LLC
Warmer can help you find a great advisor at Momentum Financial Planning LLC or one who fits your needs even better.
Momentum Financial Planning LLC provides ongoing and project-based financial planning and investment advice to individuals and families. Services described in the brochure include cash-flow and retirement planning, stock compensation and estate strategies, a six-month Money & Marriage program for couples, and group financial literacy courses and seminars. The firm’s investment guidance emphasizes passive, low-cost strategies using mutual funds and ETFs, and may include creating investment policy statements, implementation assistance, and monitoring recommendations. Momentum does not provide portfolio management or discretionary authority; clients retain decision-making and ongoing planning relationships are documented and supported through a collaborative financial life workbook. Distinctive aspects noted in the brochure include the use of third‑party ratings and client testimonials in its advertising and a formal offering of seminars and online courses—features that are uncommon among similar solo independent advisers. The firm reports no assets under management, operates on a fee-only basis without percentage-of-AUM fees, and serves a relatively small client base (32 clients), which together shape its advisory model.
To learn more about the advisors currently working at Momentum Financial 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 |
|---|---|---|
Longmont, CO
| 7
|
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