A complete list of active advisors currently associated with Prudent Financial Planning

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

Prudent Financial Planning provides portfolio management and comprehensive financial planning primarily for individual clients, including high‑net‑worth individuals, as well as charitable organizations and employer‑sponsored retirement plans. The firm offers ongoing comprehensive planning, project‑based and hourly engagements, and employee benefit plan advisory to address a range of client needs. The firm generally implements client investment policy statements with a primarily passive approach, using index mutual funds and ETFs and accessing third‑party managers and strategies through the Schwab Managed Account Platform when appropriate. Financial planning is delivered through tiered service packages that integrate investment management with cash flow, tax, estate and business planning and include access to an online planning platform and short sessions with a financial behavior coach. Distinctive aspects of the firm include a regular program of educational seminars and webinars on financial topics — offered for a participant fee or sometimes pro bono — which is relatively uncommon among peers. Prudent also provides student loan planning as a separate, non‑securities engagement and uses an online estate‑planning service (Estately by FreeWill) when assisting clients with wills and trusts, reflecting a mix of software‑based solutions and advisory services.

To learn more about the advisors currently working at Prudent Financial Planning, 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.