A complete list of active advisors currently associated with Progressive Financial Planning Services Inc.

Warmer can help you find a great advisor at Progressive Financial Planning Services Inc. or one who fits your needs even better.

Progressive Financial Planning Services, Inc. provides financial planning and investment advice primarily to individual clients, including both high‑net‑worth and non‑high‑net‑worth individuals, and also offers segmented or corporate financial plans. Although the firm is listed in an investment-manager category, its Form ADV discloses no discretionary accounts or assets under management and emphasizes consultative planning over portfolio custody or discretionary management. The firm delivers advice through consultations and written financial plans, drawing on both fundamental and technical analysis, with clients retaining final decision‑making authority and custodianship of assets. Fees for advisory and planning engagements are billed on an hourly basis rather than as a percentage of assets, and the firm does not accept performance‑based fees. A distinctive feature disclosed in the brochure is that several supervised persons are also registered representatives of LPL Financial and are licensed to sell insurance, and the firm notes these affiliations may give rise to recommendations that generate commissions or insurance compensation. The combination of broker‑dealer and insurance activity, an hourly fee model, explicit non‑discretionary practice, and the absence of reported AUM differentiates the firm from many peers that typically manage assets on a discretionary, percentage‑of‑AUM basis.

To learn more about the advisors currently working at Progressive Financial Planning Services Inc., 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.

You can also browse Progressive Financial Planning Services Inc.'s office locations.