A complete list of active advisors currently associated with On Target Financial Planning

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

The firm serves individual and high-net-worth clients by delivering comprehensive and limited-scope financial planning, ongoing planning support, tax return preparation, and a do-it-yourself planning platform with training and periodic virtual check-ins. Investment recommendations are provided within planning engagements, but the firm does not take custody of client assets or act as an investment manager that executes trades on client accounts. As a fee-only adviser, the firm tailors plans to client circumstances—covering cash flow, retirement, estate, insurance, and tax-related issues—and may refer third-party professionals without receiving referral compensation. Clients are responsible for implementing investment recommendations through their chosen custodians, and the firm describes using tools such as fundamental and technical analysis, modern portfolio theory, and mutual fund/ETF analysis when developing those recommendations. The firm is atypical among peers in that it offers hourly, limited-scope planning engagements and explicitly does not rely on percentage-of-assets-under-management fees. It is led by a sole principal with accounting and tax credentials who also maintains a part-time tax-director role at an external CPA firm, a disclosed outside business activity the firm notes is managed given its advisory focus and lack of discretionary trading.

To learn more about the advisors currently working at On Target 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.