A complete list of active advisors currently associated with Phelps Financial Advisors

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

Phelps Financial Advisors works with individuals and families — including high-net-worth clients and small business owners — to deliver comprehensive, fee-only financial planning. Services commonly include retirement and retirement-income planning, tax and estate planning coordination, risk management, cash-flow analysis, and portfolio analysis delivered on an hourly, fixed-fee, or retainer basis. The firm’s investment advice is based on fundamental analysis and strategic asset-allocation with a long-term, buy-and-hold orientation, generally favoring low-cost mutual funds and exchange-traded funds and comparing client portfolios to benchmarks and software-driven model alternatives. It does not provide continuous or discretionary portfolio management, does not take custody of client assets, and conducts reviews on a client-directed or scheduled basis rather than monitoring accounts on an ongoing basis. What is notable relative to many independent advisers is the firm’s billing model and service focus: it does not charge percentage-of-assets-under-management fees and does not accept commissions, soft-dollar benefits, or third-party compensation, instead billing clients directly via hourly, fixed, or retainer arrangements. The practice is small and planning-centric, with the principal holding CFP® certification and coordinating with outside tax or legal professionals as needed, which aligns the firm toward advisory engagements rather than continuous asset management.

To learn more about the advisors currently working at Phelps Financial Advisors, 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.