A complete list of active advisors currently associated with Stage 2 Planning Partners LLC

Warmer can help you find a great advisor at Stage 2 Planning Partners LLC or one who fits your needs even better.

Stage 2 Planning Partners serves individual clients — including high-net-worth individuals — as well as pension and profit-sharing plans, businesses and business owners, offering ongoing portfolio management, financial planning and pension consulting. The firm also provides periodic educational seminars and workshops to clients and their friends or family members, which the brochure indicates are offered free of charge. S2P documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, employing long-term trading, model portfolios and a limited investment universe that includes mutual funds, fixed income, equities, ETFs and insurance products such as annuities. The firm makes use of third‑party platforms, including an AssetMark wrap platform and Charles Schwab Advisor Services for custody, and discloses its fiduciary obligations when advising retirement accounts. Distinctive aspects noted in the brochure include that both principals are licensed insurance agents who may, from time to time, offer commissionable insurance products to clients — a relationship the firm discloses as a potential conflict of interest. The firm is a small, two-advisor SEC-registered adviser that recently transitioned from state registration and combines discretionary wealth management, pension-plan consulting and public educational programming in its service mix.

To learn more about the advisors currently working at Stage 2 Planning Partners LLC, 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
Christopher Douglass	S Burlington, VT	32
Sandra Maynard	S Burlington, VT	35

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