A complete list of active advisors currently associated with PeaceLink Financial Planning

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

PeaceLink Financial Planning serves individual and high‑net‑worth clients, employer plan sponsors, and family offices with comprehensive financial planning, investment management, project‑based engagements, and graduate planning. The firm operates with two advisors and manages roughly $28 million in client assets, offering both ongoing advisory programs and limited‑scope planning projects. The firm builds individualized investment policies through client discussions and uses a combination of passive and active strategies informed by Modern Portfolio Theory, with discretionary portfolio management and the option to utilize a sub‑advisor for model portfolios. Planning integrates multiple topics — cash flow, tax and estate considerations, insurance, and retirement projections — alongside ongoing account supervision and custodial relationships with major institutional platforms. What distinguishes the firm from many peers is its affiliation with an accounting practice, PeaceLink Accounting LLC, which provides bookkeeping, payroll, and tax preparation and is sometimes contracted as part of integrated planning while clients remain free to choose other providers. The firm also provides family office coordination and a range of one‑time and ongoing planning services (including graduate planning and project work), capabilities that are less common for firms of similar size.

To learn more about the advisors currently working at PeaceLink 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.