A complete list of active advisors currently associated with Next Play Financial

Warmer can help you find a great advisor at Next Play Financial or one who fits your needs even better.

Next Play Financial is a small, fee‑only independent advisory firm led by a single adviser that provides investment management, comprehensive financial planning, and project‑based financial advice to individual clients (including high‑net‑worth clients). The firm maintains a concentrated book of client relationships and offers both ongoing portfolio supervision and standalone planning engagements. The firm’s investment approach is primarily passive—building diversified portfolios with index mutual funds and ETFs—while also incorporating fundamental analysis and, when appropriate, third‑party outside managers and model portfolios accessed through Altruist’s Model Marketplace. Financial planning services routinely address retirement, tax planning, college funding, cash‑flow and risk management, and clients may impose trading restrictions while granting discretionary authority for day‑to‑day portfolio implementation. Distinctive features include the adviser’s dual CFP® and Enrolled Agent credentials, which combine financial planning expertise with tax representation capabilities, and the firm’s use of Altruist’s custodial platform and tax‑management tools to implement model and custom portfolios. Next Play operates as a solo, fee‑only practice that does not sell investment products or accept third‑party compensation, and it offers fixed‑fee comprehensive plans and project‑based advice in addition to AUM‑based portfolio management.

To learn more about the advisors currently working at Next Play Financial, 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.