A complete list of active advisors currently associated with Storybook Financial

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

Storybook Financial is a state-registered, single-advisor independent investment adviser that serves individuals, young professional families regardless of asset size, and small businesses. The firm offers comprehensive financial life planning — addressing cash flow, student loans, employee benefits, insurance, estate planning and retirement — alongside discretionary portfolio management and project-based planning engagements billed hourly. The firm’s investment process emphasizes strategic asset allocation and evidence‑based investing, with portfolio construction that considers factor tilts (value, small-cap, profitability) and international diversification using mutual funds, ETFs, and vetted third‑party managers. Planning clients may receive ongoing investment management at no additional charge, and the adviser uses tools such as Morningstar X‑Ray to monitor holdings and rebalance for long‑term objectives. A relatively uncommon feature for an independent solo practice is a historical affiliation with another adviser: the adviser was previously dual‑registered with Blend Financial, Inc. (dba Origin Financial), a relationship that has since ended; the firm also refers clients to an independent insurance provider (LLiS) and participates in TD Ameritrade Institutionals’ program for custody and platform services. With roughly $444,000 in reported assets under management and fewer than 20 clients, the practice operates as a small, hands‑on office that provides annual reviews, ongoing client access to financial planning software, and direct advisor support.

To learn more about the advisors currently working at Storybook Financial, 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.