A complete list of active advisors currently associated with Simplified Financial Partners

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

Simplified Financial Partners serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, managing roughly $78 million across about 89 client relationships. The firm offers ongoing portfolio management, written financial planning, and pension consulting services tailored to each client’s goals and time horizon. The firm implements discretionary, long‑term portfolio management using written Investment Policy Statements and a mix of fundamental analysis and modern portfolio theory to guide asset allocation and security selection. Investment advice is generally concentrated in mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), and insurance products, with documented risk tolerances and policies for fair allocation of limited‑supply opportunities. A notable feature is an affiliation with an accounting practice: a firm principal is a certified public accountant and owner of an affiliated CPA firm, which the brochure identifies as a material relationship and can provide integrated accounting and tax expertise to clients. The firm also requires clients to custody assets with specified custodians (Schwab Institutional and Altruist) and discloses receipt of soft‑dollar research and other institutional services from custodians.

To learn more about the advisors currently working at Simplified Financial Partners, 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.