A complete list of active advisors currently associated with Outside The Box Financial Planning, LLC

Warmer can help you find a great advisor at Outside The Box Financial Planning, LLC or one who fits your needs even better.

Outside The Box Financial Planning, LLC serves individuals, high‑net‑worth clients, and business entities by offering comprehensive financial planning, portfolio management, and coordination with third‑party investment managers. The firm also provides consulting for business owners and employee benefits, and it works with employer‑sponsored retirement arrangements such as pension and profit‑sharing plans. The firm emphasizes a passive, index‑based investment approach, building portfolios from mutual funds and exchange‑traded funds to match client‑specific investment policy statements and risk tolerances. Ongoing services include continuous account supervision, periodic reviews, and integrated planning across cash flow, retirement, tax, insurance, and estate issues. Noteworthy differences from many small independent advisers include a focus on business and retirement‑plan clients and the principal’s life and health insurance licensure, though the firm does not sell insurance products through the advisory practice. The firm recently implemented a tiered, cliff‑based AUM billing schedule and uses both traditional custodial relationships and an automated, ETF‑only platform for model‑driven portfolio implementation, which can constrain customization to ETF selections unless investments outside the platform are recommended.

To learn more about the advisors currently working at Outside The Box 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.