A complete list of active advisors currently associated with Sweetgrass Financial Planning, LLC

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

Sweetgrass Financial Planning serves individual clients, some high-net-worth households, and small businesses with a mix of services that include comprehensive financial planning, project-based and hourly engagements, and investment management. The firm provides written financial plans and ongoing advice covering retirement, tax planning, estate considerations, insurance review, employee benefits, and business planning, and, like most independent advisers, charges asset-based fees and does not participate in performance-based or wrap-fee programs. The firm’s investment approach emphasizes passive portfolio construction—using index mutual funds and ETFs to implement asset-class allocations—while applying fundamental analysis when conducting investment analysis for clients. Unusually for a solo independent adviser, Sweetgrass reports essentially all assets as non-discretionary and requires client authorization before trading, executing orders on an individual-account basis rather than using block trading or discretionary mandates. Sweetgrass also offers a Quick Start Program and several project-based planning formats intended to educate clients and address a small number of focused questions, reflecting an emphasis on workshops and targeted educational engagements that is less common among peers. The practice is small and closely held, with a single CFP®-certified adviser who also holds Enrolled Agent credentials, which combines financial planning and tax-representation capability for a limited client base.

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