A complete list of active advisors currently associated with SimplifiedFP

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

SimplifiedFP is a fee‑only advisory firm that provides investment management, comprehensive financial planning, and retirement plan consulting and management for individuals, high‑net‑worth households, non‑profits, and employer‑sponsored pension and profit‑sharing plans. The firm offers both project‑based and ongoing planning engagements and assists plan sponsors with investment policy, fund review, participant education, and vendor analysis. Its investment approach emphasizes diversified asset allocation informed by modern portfolio theory, using a blend of passive and active vehicles and, when appropriate, outside managers or model portfolios to implement strategies. Accounts are typically managed on a discretionary basis with regular monitoring and quarterly reviews to ensure allocations remain aligned with clients’ objectives and risk tolerance. What distinguishes this firm relative to many peers is its explicit focus on employer retirement plan work, including serving as an ERISA investment manager under section 3(38), a service that is less common among independent advisors. The practice is recently established (registered in 2025) and the firm’s principal holds CFP and retirement‑plan specific credentials (CRPC, CRPS), underscoring the emphasis on retirement plan design and administration alongside individual wealth planning.

To learn more about the advisors currently working at SimplifiedFP, 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.