A complete list of active advisors currently associated with Secure Planning, LLC

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

Secure Planning, LLC provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm advises both non-high-net-worth and high-net-worth individuals and offers managed programs through third-party platforms such as SEI and Charles Schwab. The firm’s investment approach relies on Modern Portfolio Theory and an efficient market philosophy to construct asset allocations, with portfolios rebalanced quarterly and options to use SEI model portfolios or customized allocations. Secure Planning acts as a fiduciary for retirement account advice and conducts account reviews at least quarterly while using software and third-party resources to analyze asset classes and fund performance. Several operational features distinguish Secure Planning from many peers: the firm is also a registered broker-dealer and a licensed insurance agency, and its investment adviser representatives may act as registered representatives or insurance agents and receive commissions or insurance commissions separate from advisory fees, a potential conflict disclosed in its brochure. The firm also operates Finn Wealth Advisors, a practice that focuses on supporting athletes, and receives back-office and operational benefits from its relationships with SEI and Schwab.

To learn more about the advisors currently working at Secure 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.