A complete list of active advisors currently associated with Planning Trail Investments, LLC

Warmer can help you find a great advisor at Planning Trail Investments, LLC or one who fits your needs even better.

Planning Trail Investments is an independent, single‑advisor registered investment adviser that provides discretionary asset management and standalone financial planning and consulting to individuals, trusts, estates, pension and profit‑sharing plans, and business entities. Services include tailored portfolios made up of individual stocks, bonds, ETFs, mutual funds and other public and private securities, together with hourly financial planning engagements. The firm uses a combination of fundamental, quantitative, qualitative and sector analysis and implements both dynamic and tactical asset‑allocation approaches, with ongoing monitoring and periodic rebalancing. Cash balances are typically held in conservative short‑term instruments, and clients may impose reasonable investment restrictions or grant the firm discretionary authority over trading decisions. Distinctive for a solo independent firm, Planning Trail provides portfolio management to institutional clients such as pension and profit‑sharing plans in addition to retail investors, a capability that is uncommon among peers of this size. With roughly $1.95 million in discretionary assets across nine client relationships, the firm pairs institutional analytical methods with one‑on‑one financial planning despite its small scale.

To learn more about the advisors currently working at Planning Trail Investments, 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.