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 a fee-only independent advisory firm serving individuals and high‑net‑worth clients with discretionary investment management, comprehensive financial planning (both ongoing and project‑based), and a stand‑alone financial coaching package. The firm advises on stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents and manages roughly $8.4 million across a very small client roster. The firm’s investment approach combines modern portfolio theory and fundamental analysis, using a mix of passive and active vehicles and, when appropriate, third‑party outside managers to implement asset allocation and tax‑aware decisions. Portfolios are tailored to client objectives and risk tolerance and can be customized for socially conscious or biblical investment preferences; the firm conducts ongoing reviews of asset allocation, fund holdings, and outside manager selection. Noteworthy for a firm of this size, an associated person maintains a 50% ownership interest in a business‑to‑business client‑engagement software company whose product the firm uses internally; the affiliation is disclosed, clients are not charged for the software, and the firm performs periodic vendor reviews to address the potential conflict. The firm’s recent formation and very small client base, together with its explicit offering of brief financial coaching and project‑based planning in addition to ongoing advisory relationships, distinguish its service mix from many peers.

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.