A complete list of active advisors currently associated with Simplifi, Inc.

Warmer can help you find a great advisor at Simplifi, Inc. or one who fits your needs even better.

The firm provides customized investment management and financial planning to individual and high‑net‑worth clients, delivering discretionary portfolio management, periodic rebalancing, and standalone financial planning engagements. It also manages certain non‑retirement custodial accounts (UTMA/UGMA and 529 plans) and offers a two‑option inherited‑IRA transition service (do‑it‑yourself or full‑service transition with limited consultations). Investment decisions are guided by asset allocation and diversification, with use of ETFs, mutual funds, stocks, bonds and structured products; the firm relies on third‑party research (for example, Schwab and Morningstar), evaluates funds on multi‑period performance and manager tenure, and applies tactical tilts informed by macroeconomic inputs. The firm uses artificial intelligence for administrative automation, compliance monitoring, marketing support, and real‑time notetaking, while maintaining human oversight and not using AI to directly select investments. Compared with peers in the supported category, the firm is unusual in operating at a large scale for a single‑advisor model — managing roughly $276 million across about 300 client relationships — resulting in elevated AUM and client counts per advisor. Other notable operational features include no account minimum, complimentary client seminars and communications, free management of certain custodial mutual‑fund platforms, and a fixed‑fee inherited‑IRA transition option.

To learn more about the advisors currently working at Simplifi, Inc., 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.