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

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

Platinum Planning, Inc. is a Registered Investment Adviser operated by a single advisor that provides ongoing investment advice, portfolio management, and financial planning services to individuals, IRAs, trusts, and business entities. The firm’s brochure states it works with both retail and institutional clients and offers services that include recommending asset allocations across cash, stocks, bonds, mutual funds, ETFs, options, and annuities. The firm describes a tailored approach that considers each client’s objectives, time horizon, and risk tolerance and uses a range of strategies such as asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchases. Platinum Planning offers discretionary and non-discretionary managed accounts, may appoint sub-advisers, and notes that client accounts may allow margin transactions and options trading, which involve additional risks. Compared with peers, Platinum Planning is notable for the advisor’s relatively large client load (about 205 clients for a one-advisor firm) and for offering managed-account features that can include borrowing/margin and option strategies. The brochure also highlights the firm’s inclusion of annuities and comprehensive financial planning (including risk assessment/management) and its willingness to serve corporate and other business clients in addition to individual investors.

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