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 works with individuals and families — including high‑net‑worth clients — as well as charitable organizations and businesses, offering investment management, ongoing comprehensive financial planning, project‑based and hourly planning, and retirement‑plan advisory services. The firm also provides estate‑planning support through a third‑party online tool and offers student‑loan planning as a discrete, non‑securities advisory engagement. The firm generally implements passive, asset‑class diversified portfolios built with index mutual funds and ETFs and will recommend or use outside managers and Schwab’s Managed Account Platform for certain allocations. Accounts are typically managed on a discretionary basis and reviewed periodically, while planning services are delivered through tiered packages that integrate the RightCapital planning platform and access to financial behavior coaching. Operating as a solo practitioner with a single principal running the firm, Prudent Financial Planning has an organizational profile that is less common among its peers. The firm also runs paid and occasionally pro‑bono educational seminars and webinars for public audiences and emphasizes niche offerings — notably standalone student‑loan planning and online estate‑planning assistance — that are not standard at most similarly sized advisers.

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.