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.

Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)