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 is a small multi-advisor registered investment adviser that serves individual and high‑net‑worth households as well as retirement plan sponsors and fiduciaries. The firm offers discretionary investment management, comprehensive and limited financial planning, and retirement plan consulting and investment‑fiduciary services for plan sponsors. The firm follows a process‑driven, long‑term investment approach that uses capital‑market assumptions to optimize strategic asset allocation and selects mutual funds and ETFs to represent each asset class, with ongoing monitoring and annual reassessments. Its philosophy emphasizes tax‑sensitive techniques (including tax‑loss harvesting), behavioral coaching, global diversification and occasional tactical adjustments, and it provides ESG and a USCCB‑aligned (Catholic standards) option for clients seeking values‑based portfolios. Notable operational features include a practice focus on households meeting a $1,000,000 investable‑asset threshold (with integrated advanced planning for those households) and an Ultra Conservative portfolio option maintained separately from the firm’s tiered offerings. The firm requires client custody at its recommended broker‑custodian, operates a directed‑brokerage model and uses householding and standing letter of authorization arrangements, which affect execution, custody reporting and how certain third‑party insurance products (sourced through a planner network) may be incorporated into client plans.

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.