A complete list of active advisors currently associated with Personal Financial Partners
Warmer can help you find a great advisor at Personal Financial Partners or one who fits your needs even better.
Personal Financial Partners is a fee-only, independent advisory firm that works with individual and high-net-worth household clients as well as pension plans and corporate or business clients, providing wealth management, financial planning, and retirement plan consulting and management. The firm operates as a solo practice and delivers discretionary portfolio management alongside project-based and ongoing financial planning services. The firm combines a disciplined, portfolio-construction approach — drawing on modern portfolio theory and a mix of passive and active strategies — with tailored planning that can incorporate tax, estate, risk management, and socially responsible investing preferences. Investment recommendations commonly use stocks, bonds, mutual funds, and ETFs, and portfolios are monitored on a regular cadence with client-imposed restrictions accommodated in writing. Distinctive features include an explicit practice serving employer-sponsored retirement plans and acting in an ERISA fiduciary capacity (including serving as an investment manager under Section 3(38) for some plans), which is less common among independent solo advisers. The firm is newly formed and relatively small (about $21.2 million in discretionary AUM across a limited client base) and requires client custody on an institutional Schwab platform, a practice that may affect execution and platform access relative to peers.
To learn more about the advisors currently working at Personal Financial Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chevy Chase, MD
| 7
|
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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.
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