A complete list of active advisors currently associated with Taher Financial Planning

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

Taher Financial Planning serves individual retail clients with discretionary portfolio management, comprehensive financial planning, and implementation services. The firm also recommends and monitors third‑party outside managers and uses the Betterment for Advisors platform for custody and trade execution, operating at a modest asset scale and serving a small number of clients. Its investment process blends passive index-based allocations with active manager selection and relies on both fundamental and cyclical analysis to establish client‑specific asset allocation targets and ongoing supervision. For planning clients the firm offers a subscription-style comprehensive planning service that provides continuous access, periodic monitoring, and written or electronic plan deliverables. A notable feature of the firm is the principal’s combination of CFP® credentialing and a concurrent tax practice (allocated time disclosed in the brochure), which the firm integrates into tax‑sensitive planning and advice. The firm also discloses its reliance on Betterment for Advisors/Betterment Securities and receipt of platform support benefits, a relationship the brochure notes may present a potential conflict when recommending custody and related services.

To learn more about the advisors currently working at Taher 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.