A complete list of active advisors currently associated with Personal Path Financial Planning

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

The firm serves individual investors, trusts, estates, charitable organizations, and businesses by providing fee‑only financial planning, investment analysis, portfolio consultations, and group educational seminars. Clients receive written or electronic financial plans and ongoing consultations; the firm does not accept custody of client funds or execute trades on clients’ accounts. For investment advice it typically employs fundamental analysis to develop long‑term asset allocation and risk‑management recommendations, emphasizing diversification and tax efficiency and often recommending indexed funds or ETFs as a passive “core” while accommodating active strategies when appropriate. Recommendations are documented in an Investment Policy Statement and delivered for clients to implement through their chosen custodians or broker‑dealers. What is distinctive about the firm is its engagement model: it bills on an hourly or fixed‑fee basis rather than charging percentage‑of‑assets fees and does not offer discretionary investment management. The firm operates on a fee‑only basis, participates in a professional network for fee‑only planners, and offers seminars (including occasional pro bono sessions), with no stated account minimums.

To learn more about the advisors currently working at Personal Path 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.