A complete list of active advisors currently associated with Phin Wealth

Warmer can help you find a great advisor at Phin Wealth or one who fits your needs even better.

Phin Wealth Planning provides financial planning and investment management to individuals, high‑net‑worth individuals, families, and nonprofit organizations. Services are offered through distinct Core and Advanced planning tiers that address cash flow, retirement and distribution strategies, tax and estate planning, as well as business planning and executive compensation matters. The firm operates on a fee‑only basis and structures planning engagements using fixed upfront and recurring fees rather than relying solely on asset‑based pricing, and it offers discretionary portfolio management tailored to each client’s risk tolerance and objectives. Investment implementation emphasizes asset allocation with a blend of passive and active strategies, and Phin may use model portfolios and outside managers (including platforms such as Schwab’s Model Market Center and Orion/OPS) while recommending third‑party professionals as part of comprehensive planning. Compared with peers in its regulatory category, Phin’s combination of fixed‑fee financial planning, individualized portfolio management, and explicit selection and monitoring of other advisers is relatively uncommon. The firm’s principal holds CFP® and AEP® credentials, the adviser operates without accepting commissions, and Phin does not act as a private fund adviser.

To learn more about the advisors currently working at Phin Wealth, 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.