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

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Strategic Financial Planning, Inc. provides investment management and comprehensive financial planning primarily for individual and family clients, covering retirement planning, tax and estate planning, college funding, stock option/corporate benefits guidance, and cash-flow/liability management. The firm operates on a fee-only basis and typically coordinates work with clients’ accountants and attorneys as part of an integrated wealth plan. The firm’s investment approach is asset-allocation driven and grounded in Modern Portfolio Theory, combining fundamental, quantitative and macroeconomic analysis to build largely long-term, fully invested portfolios that emphasize low-cost ETFs and constrained sector/holding diversification. Clients receive quarterly written reports, ongoing monitoring (including monthly risk checks) and more frequent, as-needed communication to address intra-quarter changes. Noteworthy for a practice of this size, Strategic Financial Planning manages a modest asset base (roughly $6.3 million) for a very small roster of clients, a scale that the firm pairs with detailed written supervisory procedures, annual compliance reviews, a business-continuity and succession plan, and formal codes of ethics and insider-trading controls. The firm also relies principally on a major custodian (Fidelity) for asset custody, implements low-cost ETF-based models, and limits external marketing to referrals and its website.

To learn more about the advisors currently working at Strategic 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.