A complete list of active advisors currently associated with Planning Within Reach, LLC

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

Planning Within Reach provides personalized financial planning and investment management to individuals and families—including single professionals, young families, pre-retirees, and retirees—using fee-only, hourly, and project-based engagements. The firm is a single-advisor practice and limits investment advice to mutual funds, ETFs, stocks, and bonds. The firm follows a disciplined, long-term, passive investment approach that emphasizes broad diversification, low-cost index funds, and periodic rebalancing, with portfolios tailored to each client’s time horizon, risk tolerance, and tax considerations. Investment management is typically discretionary, accounts are reviewed at least quarterly, and trades may be aggregated and executed in blocks when appropriate. Notable differences from many peers include the firm’s offering of educational seminars and workshops (conducted by the firm’s principal and intended to be general/educational rather than individualized advice), and a documented trade rotation policy to mitigate potential conflicts when personal and client trades occur. The firm’s modest scale—managing roughly $7.2 million for about 40 clients—and sole-practitioner structure mean most services are delivered directly by the principal, and the firm also notes the availability of discounts for certain client groups.

To learn more about the advisors currently working at Planning Within Reach, 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.