A complete list of active advisors currently associated with Prentice Financial Planning, LLC

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

Prentice Financial Planning provides investment management, comprehensive or topic-specific financial planning, and retirement plan consulting and fiduciary services to individual households, trust and estate clients, and plan sponsors. Services are offered as ongoing portfolio management or as stand‑alone financial planning engagements and can include participant‑level and plan‑level work for employer‑sponsored retirement plans. The firm follows a long‑term, globally diversified investment philosophy with an emphasis on tax‑sensitive implementation and behavioral coaching. Its process uses capital market assumptions and optimization to set strategic weightings, implements portfolios primarily with mutual funds and ETFs, and includes regular monitoring such as monthly reviews for tax‑loss harvesting and periodic tactical adjustments; the brochure also references an "apprentice" investment methodology as part of its analytical framework. Prentice distinguishes itself with explicit values‑based options — including ESG strategies and portfolios constructed to align with United States Conference of Catholic Bishops guidelines — and an identified ultra‑conservative allocation for clients seeking lower volatility. The firm also emphasizes hands‑on implementation support for planning recommendations and operates as a small, collaborative adviser team with dedicated paraplanning and operations support, which can result in more direct involvement in executing client plans than is typical at larger firms.

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