A complete list of active advisors currently associated with Plan Financial

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

Plan Financial is a registered investment adviser that provides portfolio management, managed accounts, custom asset allocation, financial planning, and educational forums to individuals, pension and profit‑sharing plans, corporations, trusts, and charitable organizations. The firm reports managing roughly $195 million in discretionary assets and delivers investment services through nonaffiliated custodians and third‑party money managers. The firm’s approach is goal‑driven and dynamic, combining independent, style‑specific institutional managers with an in‑house process that can adjust asset class weights based on market conditions as part of its Custom Asset Allocation and Managed Accounts programs. Accounts are managed on a discretionary basis with periodic client reviews (at least annually) and account minimums that are generally $250,000 for standard advisory services and $750,000 for managed/custom programs. Plan Financial’s mix of services is notable for its cross‑industry licensing and outreach: firm personnel may be licensed as insurance agents, and a representative holds both a CPA license and a real estate license and may offer those services separately from advisory work. The firm also conducts no‑charge educational forums for clients and prospects and explicitly routes custody and oversight through nonaffiliated custodians, reflecting an uncommon combination of investment advice, insurance/accounting/real‑estate affiliations, and client education.

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