A complete list of active advisors currently associated with Proactive Planning Wealth Advisory

Warmer can help you find a great advisor at Proactive Planning Wealth Advisory or one who fits your needs even better.

Proactive Planning Wealth Advisory is a state-registered investment adviser that provides portfolio management, financial planning, and related services to individual and high-net-worth clients through managed accounts and one-time financial plans. The firm delivers advice and account management via accounts opened with the firm and may incorporate third‑party estate-document software as part of its planning services. The firm tailors its investment recommendations to clients’ objectives, time horizons, and risk tolerances and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long- and short‑term trading as appropriate. It makes use of model portfolios and tax‑management tools available through its chosen custodian and conducts account reviews at least quarterly. Noteworthy aspects include the firm’s use of promoter arrangements and participation in a national advertising program to generate leads, a form of endorsement-based marketing that the brochure highlights. The firm’s principal is also a licensed insurance agent who may offer commissionable insurance products (disclosed as occupying up to about 30% of their time), and the firm discloses potential conflicts arising from those dual roles while stating it performs due diligence on third‑party service providers that use artificial intelligence components.

To learn more about the advisors currently working at Proactive Planning Wealth Advisory, 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.