A complete list of active advisors currently associated with Simplified Retirement
Warmer can help you find a great advisor at Simplified Retirement or one who fits your needs even better.
Simplified Retirement provides retirement-focused financial planning to individuals and families, with services primarily geared toward educators. The firm prepares comprehensive plans, makes specific recommendations, and offers periodic follow-up, but it does not provide discretionary portfolio management. The firm’s investment guidance emphasizes low-cost, passive options — typically no-load index funds and target retirement funds — and a buy-and-hold approach informed by Modern Portfolio Theory and related academic frameworks. Recommendations are tailored to clients’ goals, time horizon, and risk tolerance, while clients retain responsibility for implementing and monitoring investment decisions. Distinctively, the practice is a very small, solo operation whose principal also works as a public school psychologist, and the firm reports no client assets under management and does not use percentage-of-assets (AUM) fee billing. Simplified Retirement also does not take custody of client assets or accept trading discretion, focusing its service model on plan development and client education rather than ongoing asset administration.
To learn more about the advisors currently working at Simplified Retirement, 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.
Name |
Location |
Years of experience |
|---|---|---|
Charlottesville, VA
| 2
|
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