A complete list of active advisors currently associated with Safe Landing Financial

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

Safe Landing Financial provides tailored investment management and a range of financial planning services to individuals, high‑net‑worth clients, families, trusts, and business entities. Services described in the brochure include discretionary portfolio management (with the option to use third‑party managers), comprehensive and ongoing planning, and project or hourly engagements. The firm’s investment approach emphasizes Modern Portfolio Theory and a primarily passive implementation using low‑cost index funds and ETFs, while also considering fundamental and technical analysis and selective active manager allocation. Financial planning engagements are delivered on fixed, percentage‑based, or combined fee arrangements and can cover cash flow, retirement and tax planning, estate planning, employee benefits optimization, and other topics tailored to client complexity. Distinctive aspects noted in the brochure include the firm’s provision of employee benefits and pension‑related consulting for business clients — services that are less common among independent advisers — and the firm’s prior offering of educational seminars and speaking engagements, which were removed in a recent update. The brochure also discloses an onboarding fee with stated refund conditions for planning clients, the use of Schwab’s institutional platform (with related non‑economic support services), and the option to combine fixed fees and asset‑based fees for comprehensive planning.

To learn more about the advisors currently working at Safe Landing Financial, 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.