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

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

Prism Financial Planning works with individuals, couples, and families to produce written financial plans and deliver advice on topics such as retirement planning, college savings, estate-plan evaluation, tax efficiency, insurance, and long-term care. The firm provides recommendations based on information gathered from clients but does not implement investment or other recommendations on clients’ behalf. The firm’s process emphasizes gathering clients’ needs, objectives, and risk tolerance to recommend an appropriate asset allocation and to analyze investments using performance, peer comparisons, strategy, and cost; it typically recommends no‑load mutual funds and index-based ETFs and does not engage in market timing. Prism does not provide portfolio management services, does not accept discretionary authority or custody of client assets, and does not offer continuous monitoring, instead suggesting periodic or annual reviews. Notably, unlike most independent peers, the firm does not charge fees based on assets under management and operates on a fee-only basis while referring clients to outside professionals for implementation when needed. The firm’s principal brings prior institutional portfolio management experience and the adviser states adherence to the CFP® and NAPFA codes of ethics and a fiduciary standard, with written disclosure of potential conflicts of interest.

To learn more about the advisors currently working at Prism 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.