A complete list of active advisors currently associated with School of Personal Finance

Warmer can help you find a great advisor at School of Personal Finance or one who fits your needs even better.

School of Personal Finance serves individual and high-net-worth clients, offering discretionary investment management alongside ongoing and hourly financial planning. The firm also provides specialized 403(b) account management and publishes educational courses, seminars, webinars, and other digital content for broader financial education. The firm follows a passive, asset-allocation approach, constructing diversified portfolios primarily with exchange-traded funds and mutual funds and emphasizing long-term objectives, risk alignment, cost efficiency, and tax awareness. Investment management relationships are typically discretionary and tailored to each client’s circumstances and risk tolerance. Notable distinctions include the firm’s regular delivery of educational seminars and digital content — a service offering that is relatively uncommon among solo independent advisers — and its provision of discretionary 403(b) management limited to accounts held with a specific recordkeeper/custodian arrangement. The firm operates as a single-advisor SEC-registered practice managing core advisory assets with a concentrated client base, and the principal discloses a modest outside activity owning and managing rental real estate.

To learn more about the advisors currently working at School of Personal Finance, 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.