A complete list of active advisors currently associated with Spillane Financial Planning, Inc.

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

Spillane Financial Planning, Inc. provides fee-only financial planning, investment management, and investment consulting to individuals, trusts, and small businesses, including corporate clients and business owners. The firm manages discretionary portfolios and delivers ongoing planning engagements tailored to each client’s goals and circumstances, overseeing roughly $45 million in discretionary assets for a small client base. The firm’s investment approach emphasizes modern portfolio theory and passive investing, with asset allocation and long-term risk management as core elements, and it uses lifetime spending plans and Monte Carlo analysis as part of its financial planning process. Services include discretionary portfolio management of stocks, bonds, mutual funds and ETFs, as well as hourly financial planning and consulting for clients who prefer to implement recommendations themselves. A distinctive feature is the firm principal’s concurrent CPA/tax practice, which is maintained as a separate business and is used to coordinate tax and accounting work for clients while keeping advisory compensation separate and without referral fees. It is also uncommon among peers for an independent advisor of this size to serve corporate/business clients and to operate with a relatively small number of clients holding a significant level of AUM, allowing more individualized, cross-disciplinary planning for business owners.

To learn more about the advisors currently working at Spillane Financial Planning, Inc., 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.