A complete list of active advisors currently associated with Planning Works Advisory, Inc.

Warmer can help you find a great advisor at Planning Works Advisory, Inc. or one who fits your needs even better.

Planning Works Advisory serves individuals, high-net-worth households, trusts, estates, pension and profit‑sharing plans, and small businesses with ongoing discretionary and non‑discretionary portfolio management, financial planning and consulting, and retirement plan services. The firm also provides non‑management investment advice and, in some cases, delegates investment management responsibilities to outside sub‑advisors. The firm’s investment approach is grounded in modern portfolio theory and seeks to build globally diversified portfolios primarily through mutual funds and ETFs, using fundamental security analysis alongside market trend and economic cycle analysis. Portfolios are tailored to documented client risk profiles and objectives, and PWA may employ long‑term, short‑term and trading strategies — including margin and options — where appropriate. Noteworthy features in the brochure include that the firm was formed recently and operates with a small team while managing roughly $200 million in discretionary assets, and that the firm’s owner operates related accounting/tax and consulting businesses. The brochure also discloses that some associated persons are licensed insurance agents who may receive commissions, that the firm receives various non‑cash services and occasional travel reimbursements from custodians, and that PWA does not vote client proxies.

To learn more about the advisors currently working at Planning Works Advisory, Inc., 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.