A complete list of active advisors currently associated with Sensible Money, LLC

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

Sensible Money is an independent SEC‑registered investment adviser that serves individual clients (including high‑net‑worth individuals), their trusts and estates, pension and profit‑sharing plans, and charitable organizations, with a primary client focus on those nearing or in retirement. The firm offers integrated ongoing financial planning and discretionary investment management through its branded Juicing® Experience, and in limited circumstances provides project or hourly planning or stand‑alone investment management. The firm constructs diversified portfolios using mutual funds, ETFs, individual bonds and cash, and applies liability‑driven investing, Modern Portfolio Theory, and household‑level management to align portfolios with planned withdrawals, tax considerations and cash‑flow needs. Sensible Money commonly implements client strategies through one or more Independent Managers (currently Asset Dedication) and emphasizes ongoing plan‑model updates and proactive adjustments as life changes. Sensible Money’s multi‑office operating structure and its use of client testimonials and promotion of third‑party ratings in advertising are uncommon among similar team firms and are noted aspects of its client outreach. The firm also discloses an advisory relationship with a major custodian (including a founder’s participation on a custodian advisory board), and it advises on held‑away products such as annuities and employer retirement plan options, which together differentiate its service mix from many peers.

To learn more about the advisors currently working at Sensible Money, 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.