A complete list of active advisors currently associated with Piece of Wealth Planning LLC

Warmer can help you find a great advisor at Piece of Wealth Planning LLC or one who fits your needs even better.

Piece of Wealth Planning provides financial planning and portfolio management primarily to individual clients through a bundled Comprehensive Financial Planning Package that combines investment management, ongoing planning, and personal tax return preparation. The firm also offers limited-scope, hourly, and project-based planning, educational seminars, and accounting support services for self-employed individuals and small businesses. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive investment management, constructing diversified, index-based portfolios intended for long-term, tax-conscious investing with relatively low turnover. Investment management is offered on a discretionary basis only as part of the Comprehensive Financial Planning Package, with annual reviews and regular client reporting. Noteworthy among peers, Piece of Wealth Planning explicitly integrates accounting and tax services with its advisory offering—bookkeeping, payroll, small-business accounting, and tax preparation can be bundled or discounted for clients—reflecting the firm’s accounting expertise alongside planning. The brochure also discloses a contractual relationship between a principal and another investment adviser that the firm identifies as a potential conflict to be managed; the firm operates with a small team (two advisors) and a limited client base with under $2 million in reported AUM.

To learn more about the advisors currently working at Piece of Wealth Planning LLC, 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.