A complete list of active advisors currently associated with Plan2Thrive Financial

Warmer can help you find a great advisor at Plan2Thrive Financial or one who fits your needs even better.

Plan2Thrive Financial serves individual and high‑net‑worth clients with ongoing portfolio management, financial planning, and pension consulting for employer-sponsored plans. The firm provides written Investment Policy Statements and tailors portfolios and plans to clients’ goals, time horizons, and documented risk tolerances. Its investment process emphasizes fundamental analysis and a long‑term trading approach, with at least annual account reviews and the option to refer portions of client assets to third‑party managers. The firm directs clients to and requires use of designated custodians and platform providers, and offers access to subscription‑based estate planning support tools as part of its planning services. Plan2Thrive’s use of endorsements and client testimonials in advertising is uncommon among supported firms and is disclosed in its brochure. Other distinguishing operational features include combining pension consulting with individual advisory services, requiring specific custodians or platforms for execution, and not aggregating trades across multiple client accounts.

To learn more about the advisors currently working at Plan2Thrive 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.

Name	Location	Years of experience
Amanda Kelley	Eldridge, IA	1
Jeff Newburn	Eldridge, IA	25
Patrick Reid	Eldridge, IA	13

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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