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

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

Present Day Financial Planning, LLC provides investment management, both ongoing and project‑based financial planning, and educational seminars and speaking engagements for individuals, high‑net‑worth individuals, charitable organizations, and businesses. The firm is fee‑only and newly registered, and its brochure reports it currently has no assets under management. The firm’s investment process is grounded in modern portfolio theory and blends passive and active vehicles, individual securities, and socially conscious options when requested; it also may recommend outside managers for portions of client portfolios. To implement strategies it relies on multiple institutional and digital custodial platforms and model marketplaces, and it will customize portfolios and client restrictions where practical. Compared with many peers, the firm is a very small independent adviser that is nevertheless not organized as a traditional solo practitioner and has added public educational offerings as part of its services. Its simultaneous use of several model‑marketplace and digital custody solutions is a distinctive operational feature for an independent startup of this size.

To learn more about the advisors currently working at Present Day 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.

Name	Location	Years of experience
JR Williams	Charlotte, NC	21

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