A complete list of active advisors currently associated with Red Sky Financial Planning, LLC

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

Red Sky Financial Planning serves individuals and families—generally professionals, business owners, corporate executives, and retirees—offering fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning projects. The firm’s ongoing planning engagements explicitly include preparation and filing of clients’ federal and state individual tax returns at no additional charge. The adviser builds financial plans by assessing clients’ goals, cash flow, employee benefits, retirement and estate needs, then developing an investment policy and asset allocation tailored to risk tolerance and objectives. Investment management is primarily passive, implemented with low-cost index mutual funds and ETFs, with periodic rebalancing and attention to tax efficiency and trading costs. Distinctive for its peer group, the firm’s principal is a licensed CPA with an accounting-focused background, and the practice integrates tax preparation and tax-aware recommendations into planning—an uncommon offering among independent advisory firms. The firm operates as a small, fee-only, state-registered adviser managing roughly $36.8 million for about 59 clients and does not accept third-party sales compensation.

To learn more about the advisors currently working at Red Sky 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.