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

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

Salvini Financial Planning is a fee-only advisory firm that works with individuals (including high‑net‑worth clients), families, trusts, estates and retirement plans, providing financial planning, discretionary investment management, retirement plan consulting and tax preparation and compliance. The firm reports roughly $116 million in discretionary assets under management and serves a relatively small client base. The firm’s investment work is based on tailored financial plans and strategic asset allocation, typically implemented with no‑load mutual funds and ETFs and managed on a discretionary basis consistent with client objectives and risk tolerance; retirement plan engagements include written Investment Policy Statements and participant education. Rather than charging a percentage-of-assets fee, Salvini generally bills for services through fixed or hourly fees and invoices investment management on a flat periodic basis, and it integrates in‑house tax services with planning and portfolio advice. Salvini is notable among peers for its accounting focus and affiliations: registered advisor personnel hold CPA and CFP® credentials and the firm provides tax preparation and compliance as part of its service mix, reflecting an operational link to accounting expertise that is uncommon in this peer group. The firm also operates on a strictly fee‑only basis with no commission arrangements and offers flexible engagement options without a formal account minimum.

To learn more about the advisors currently working at Salvini 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.