A complete list of active advisors currently associated with Table Rock Financial Planning

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

Table Rock Financial Planning is a fee-only, state-registered investment adviser that offers financial planning, investment consultation, and discretionary investment supervisory services to individuals, trusts, estates, pension plans, and businesses. Engagement options include hourly or project-based planning, retainer arrangements, and ongoing portfolio management under a discretionary agreement. The firm’s investment approach centers on strategic asset allocation, broad diversification, and the use of low-cost passive index funds, with selective tilts toward value, small-cap, and international exposures where appropriate. Portfolios are guided by a written investment policy statement and subject to periodic monitoring and reviews, and the firm typically conducts an initial planning engagement before implementing discretionary management. Notable features that distinguish the firm include a mixed-fee model that combines hourly/project work, retainers, and a blended fixed-plus-asset-based fee for supervisory services, and a small, concentrated client base—reporting roughly $39.4 million in assets under management across 17 clients—which supports more individualized oversight. The firm also provides implementation assistance for employer retirement accounts using client-authorized access with an independent annual verification process, and is overseen by a CFP®-certified principal with advanced finance credentials and long corporate finance experience.

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