A complete list of active advisors currently associated with Plumb Financial

Warmer can help you find a great advisor at Plumb Financial or one who fits your needs even better.

Plumb Financial provides personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, including portfolio management, cashflow and income planning, Social Security optimization, and insurance planning. The firm also offers public educational seminars and workshops at no charge and prepares written financial plans and ongoing consulting for clients. The firm tailors advice through a structured discovery and needs‑analysis process and typically implements strategies using mutual funds, ETFs, individual securities, annuity sub‑accounts, and model portfolios available on the AssetMark platform and through third‑party asset managers. Management is provided on a non‑discretionary basis with regular strategy reviews and quarterly performance reports prepared via the platform’s reporting tools. What distinguishes Plumb Financial from many peers is its dual role as both an investment advisor and licensed insurance agent, with insurance recommendations focused on fixed and indexed annuities, life, health, long‑term care, and disability products that are sold through insurer commissions. The firm also highlights coaching and educational services aimed at younger clients on the cusp of needing comprehensive planning, alongside the uncommon practice of offering free public workshops.

To learn more about the advisors currently working at Plumb Financial, 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.

Name	Location	Years of experience
Lisa Ward	Arlington, TX	7

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