A complete list of active advisors currently associated with Stanhouse Financial Planning and Management, LLC

Warmer can help you find a great advisor at Stanhouse Financial Planning and Management, LLC or one who fits your needs even better.

Stanhouse Financial Planning and Management provides fee-only financial planning, investment advisory and ongoing asset management to individuals, families, small businesses and trusts. The firm offers one-time planning engagements, hourly and fixed-fee projects, retainer arrangements for ongoing consultation, and discretionary portfolio management for clients who choose ongoing services. The firm follows a fundamental, long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing asset allocation, annual rebalancing, tax-aware placement of investments, and a preference for low-cost mutual funds and ETFs over individual securities or high-fee products. Portfolios are implemented with custodial relationships the firm recommends and are managed with an emphasis on minimizing costs and behavioral discipline rather than market timing. Noteworthy for a solo independent advisor, the firm regularly conducts group educational seminars and workshops for employers, civic groups and nonprofits — a service the brochure highlights as sometimes sponsored or fee-based, which is uncommon among peers. The principal maintains CFP certification and participates in fee-only professional networks, and the firm offers flexible engagement options (hourly, retainer, or AUM management) tailored to clients with both simple and more complex financial needs.

To learn more about the advisors currently working at Stanhouse Financial Planning and Management, 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.