A complete list of active advisors currently associated with Pocket Project
Warmer can help you find a great advisor at Pocket Project or one who fits your needs even better.
Pocket Project serves individual and high‑net‑worth clients, providing discretionary portfolio management, ongoing comprehensive financial planning, hourly financial planning, and tax return preparation. The firm reports roughly $6.84 million in assets under management across about 35 client relationships and does not participate in wrap or performance‑based fee programs. The firm’s investment process is rooted in Modern Portfolio Theory and primarily uses passive investment vehicles with an emphasis on strategic asset allocation and periodic tactical adjustments. Portfolios are built to an individual investment policy statement, and accounts are reviewed regularly with the adviser exercising discretionary trading authority within client‑specified constraints. What distinguishes the firm from many peers is its pricing approach and breadth of services: it does not rely on percentage‑of‑AUM billing and offers subscription‑style comprehensive planning and hourly engagements alongside tax preparation services. The firm’s principal maintains multiple professional credentials (CFP®, Enrolled Agent, CSLP®, RICP®) and markets student‑loan and tax expertise alongside traditional planning and passive portfolio management, all within a single‑advisor practice.
To learn more about the advisors currently working at Pocket Project, 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 |
|---|---|---|
Philadelphia, PA
| 8
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")