A complete list of active advisors currently associated with Simplify Financial Planning

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

Simplify Financial Planning serves individual and high‑net‑worth clients, providing comprehensive financial planning services such as cash‑flow analysis, retirement planning, education funding, estate planning, and investment allocation analysis. The firm delivers customized financial plans and periodic reviews but does not function as an ongoing portfolio manager or custodian for client assets. The firm’s investment approach emphasizes a passive, diversified ETF‑focused allocation and a long‑term, buy‑and‑hold strategy with periodic rebalancing intended to achieve market‑equivalent returns for a given level of risk. Research draws on a blend of fundamental, technical and cyclical analyses, and clients are expected to implement trades on a self‑directed basis rather than placing accounts under the firm’s discretionary management. Distinctive elements include the firm’s use of third‑party ratings and client testimonials in its advertising, and its provision of educational seminars and workshops—practices that are uncommon among independent peers. It also operates on a non‑AUM planning model and emphasizes client‑led implementation, which differentiates it from many independent advisors that offer discretionary portfolio management or charge percentage‑of‑assets fees.

To learn more about the advisors currently working at Simplify Financial Planning, 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
Sarah Behr	San Francisco, CA	11

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