A complete list of active advisors currently associated with Simplified Planning and Investments

Warmer can help you find a great advisor at Simplified Planning and Investments or one who fits your needs even better.

Simplified Planning and Investments is an independent, fee-only registered investment adviser that provides investment management, comprehensive and project-based financial planning, and a stand-alone financial coaching offering to individual and high-net-worth clients. The firm operates as a solo adviser and manages roughly $8.4 million across a very small number of client households. The firm’s investment approach is asset-allocation driven and informed by modern portfolio theory, combining passive and active funds and the selective use of outside managers with discretionary trading authority where authorized. Financial planning is offered as ongoing engagements or limited project-based work, and a one-time coaching package is available for targeted budgeting, debt, or retirement planning topics. Distinctive features compared with many peers include the explicit construction of values-based portfolios—using ESG research, positive/negative screens, or customized individual-security selections to reflect socially conscious or biblical principles—and a separate financial coaching product that does not include ongoing monitoring. The brochure also discloses household aggregation for fee breakpoints and the possibility that planning fees may be reduced or waived for clients who engage the firm for investment management.

To learn more about the advisors currently working at Simplified Planning and Investments, 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.