A complete list of active advisors currently associated with Supporting Your Choices Inc.

Warmer can help you find a great advisor at Supporting Your Choices Inc. or one who fits your needs even better.

Supporting Your Choices Inc. works primarily with individual and couple clients on a fee-only basis, providing comprehensive financial planning, investment management, and tax preparation/accounting services. The firm currently limits new engagements to individuals and couples and is not accepting new clients; it manages roughly $46.5 million for about 24–25 clients on a non‑discretionary basis. Its investment approach emphasizes strategic asset allocation using a core-and-satellite model—passive index funds and ETFs comprise the core while selectively adding active funds—and portfolios are globally diversified and often documented in investment policy statements. Trading is non-discretionary: the firm recommends trades under a limited power of attorney but requires client approval for execution, and client assets are held at third‑party custodians with the firm retaining limited custody only to deduct agreed fees. Distinctive features include the firm’s provision of educational seminars and workshops as part of its practice, an offering that is uncommon among peers, and its deliberate use of flat annual retainers, project fees, or hourly billing rather than percentage‑of‑assets‑under‑management fees. The firm also integrates tax preparation into some retainer arrangements, sets aside time to serve young adults and middle‑income households, and operates as a single‑advisor practice managing multi‑million dollar assets—an operational profile that differs from many similarly categorized firms.

To learn more about the advisors currently working at Supporting Your Choices 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.