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

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

Renovate Financial Planning is a state‑registered investment adviser that provides investment management and a range of financial planning services to individual clients, including high‑net‑worth individuals. Services described in the brochure include individually tailored portfolio management, project‑based and ongoing financial planning (subscription and fixed‑project engagements), and hourly planning engagements. The firm’s stated investment approach emphasizes passive portfolio construction grounded in Modern Portfolio Theory, using index mutual funds and ETFs to implement asset allocation targets, while incorporating cyclical analysis when performing investment analyses as part of financial planning. Renovate does not utilize third‑party managers and positions its portfolios for low turnover and relative tax efficiency consistent with a passive strategy. Distinctive features for a firm in this category include actively serving non‑institutional individual clients (including HNW clients) and offering multiple fee arrangements beyond percentage‑of‑AUM billing, such as monthly subscription fees, fixed project fees, and hourly billing. The brochure also discloses advising on non‑public alternative investments and real‑estate investing, the principal’s outside real‑estate and advisor‑education activities, and a recent transfer of client accounts to Savvy Wealth with $0 AUM reported.

To learn more about the advisors currently working at Renovate 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.