A complete list of active advisors currently associated with Planning Alternatives Ltd
Warmer can help you find a great advisor at Planning Alternatives Ltd or one who fits your needs even better.
Planning Alternatives Ltd. provides wealth management, financial planning and investment management to a mix of individual clients (including high-net-worth individuals), qualified retirement plans, trusts, charitable institutions, foundations and business entities. The firm also offers Family Office services under a separate agreement and provides ongoing advisory oversight and consulting alongside portfolio management. The firm’s investment approach is grounded in Modern Portfolio Theory, implementing globally diversified, risk‑based portfolios across equities, fixed income and alternative strategies using mutual funds, ETFs, ETNs and individual securities while emphasizing low‑cost solutions. Research combines fundamental and technical analysis, and an Investment Committee meets regularly to review allocations and execute aggregated trades consistent with client investment policy statements. Distinctive aspects include serving as an ERISA fiduciary and acting as a Section 3(38) investment manager for qualified retirement plans, which transfers discretionary investment‑selection responsibility to the firm. Planning Alternatives also discloses all‑inclusive advisory billing for combined planning and management services, offers Family Office coordination with a retainer structure, and does not vote client proxies (custodians send proxy materials directly to clients).
To learn more about the advisors currently working at Planning Alternatives Ltd, 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.
You can also browse Planning Alternatives Ltd's office locations.
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