A complete list of active advisors currently associated with Peace of Mind Financial Planning, Inc

Warmer can help you find a great advisor at Peace of Mind Financial Planning, Inc or one who fits your needs even better.

Peace of Mind Financial Planning provides customized financial planning and non-discretionary investment management to individuals, families, high-net-worth clients, and nonprofit organizations, and prepares personal tax returns for many clients. The firm advises on retirement and education funding, estate planning, insurance and risk management, cash flow and budgeting, and offers specialized consulting on financial issues arising from divorce. Its investment approach emphasizes long-term, buy-and-hold allocations using mutual funds and ETFs and a “functional asset allocation” that incorporates held-away assets and individual client circumstances. POMFP operates on a non-discretionary model in which clients retain final approval of trades and grant limited trading authority to implement agreed recommendations. Distinctive features include that client assets are managed almost entirely on a non-discretionary basis and the firm uses fixed, fee-only advisory arrangements rather than percentage-of-AUM fees — both traits that are atypical among peers. The firm also commonly provides tax return preparation, focuses on divorce-related financial planning, requires custody with specified custodians, and participates in custodial institutional programs that provide operational benefits to the advisory practice.

To learn more about the advisors currently working at Peace of Mind Financial Planning, Inc, 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.