A complete list of active advisors currently associated with Simply Human Advisors

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

Simply Human Advisors provides fee-only financial planning and discretionary investment management to individual and high‑net‑worth clients. Services include ongoing comprehensive planning (retirement, estate, tax, business planning, insurance, and investment analysis) as well as limited-scope hourly planning engagements. The firm’s investment approach emphasizes Modern Portfolio Theory, combining passive and active strategies with an asset-allocation focus, diversification, tax efficiency, and a long-term time horizon. Portfolio construction considers fund holdings, liquidity, tax characteristics, and strategic/“smart beta” factors, and the adviser implements ongoing monitoring while accommodating reasonable client‑imposed investment restrictions. Noteworthy distinctions include a concentrated client base—13 client relationships with roughly $23.3 million in assets under management—resulting in relatively high AUM per client and a focus on individualized planning. The firm’s principal holds multiple professional credentials (CFP®, CPA, PFS) and has trust administration experience; the firm does not aggregate trades into block orders, does not vote client proxies, and relies on custodian statements rather than providing firm‑prepared annual performance reports.

To learn more about the advisors currently working at Simply Human Advisors, 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.