A complete list of active advisors currently associated with Newman's Financial Planning

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

Newman’s Financial Planning works primarily with individual clients — including high‑net‑worth households — and also provides advisory services to pension and profit‑sharing plans. The firm offers tailored investment management and written financial plans, and it provides ongoing planning through a retainer-style engagement as well as consulting and education for plan sponsors and participants. Investment implementation emphasizes passive management using index mutual funds and ETFs, with portfolios built to target an asset allocation that reflects each client’s objectives and risk tolerance. The firm also identifies cyclical analysis as its principal method of investment analysis and uses those insights to inform allocation decisions and periodic reviews. What is distinctive about Newman’s relative to many independent advisers is its explicit pension‑plan consulting practice — including investment policy development, provider due diligence, and participant communications — a service not commonly offered by peers. The firm’s service mix, which pairs retainer-based comprehensive planning and ongoing monitoring with passive portfolio implementation guided by cyclical analysis, is an atypical combination for similarly sized independent advisors.

To learn more about the advisors currently working at Newman's 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.