A complete list of active advisors currently associated with Quantum Financial Planning Services, Inc.
Warmer can help you find a great advisor at Quantum Financial Planning Services, Inc. or one who fits your needs even better.
Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm that provides comprehensive financial planning and investment management to individuals (including high-net-worth clients), small businesses, pension and profit-sharing plans, trusts, estates and charitable organizations. The firm typically begins relationships with a complimentary exploratory consultation and delivers personalized plans covering cash flow, tax and estate considerations, investment allocation, and ongoing reporting via a client portal. Quantum’s investment approach centers on strategic asset allocation using a mix of actively and passively managed funds in globally diversified portfolios, with an emphasis on matching allocations to clients’ time horizons and risk tolerances rather than market timing. It offers tailored, one-on-one relationships that allow for account restrictions, both discretionary and non-discretionary management, annual or more frequent reviews, and periodic rebalancing with trade aggregation when executing larger orders. Compared with many multi-advisor peers, Quantum discloses the use of client testimonials in its advertising and maintains a distinct ongoing monthly financial planning program targeted at top-producing real estate professionals, including rental income modeling and coordinated tax and cash‑management planning. The firm also participates in an institutional custodian advisor program, uses block trading for larger executions, and performs surprise audits when it has custody of certain retirement participant assets.
To learn more about the advisors currently working at Quantum 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.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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