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

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

Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families and small organizations, including retirement-plan advice and rollovers for employer-sponsored plans. Its services cover cash-flow and debt analysis, retirement and education planning, estate and tax planning, risk management, and periodic investment recommendations. The firm delivers advice on an hourly, fee-for-service basis and does not provide ongoing discretionary portfolio management or percentage-of-assets billing; clients retain implementation discretion and execute recommended trades through their chosen custodians. When giving investment guidance it emphasizes long-term buy-and-hold allocations with periodic rebalancing, favoring diversified, tax-efficient and low-cost vehicles while using fundamental and technical analyses to inform recommendations. Noteworthy distinctions include a quarterly newsletter distributed at no cost and that the firm’s principal is a published author on low-fee socially responsible and vegan investing, activities disclosed as ancillary to advisory work. The firm also notes participation in the Garrett Planning Network Alliance and a practice mix that includes small corporate or business clients for retirement-plan work, a client composition and service model less common among solo independent advisers.

To learn more about the advisors currently working at Quantum 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.