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

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

Tailored Financial Planning is a fee-only independent advisory firm that provides investment management, financial planning (ongoing and project-based), retirement plan consulting, and educational seminars or speaking engagements to individuals, employer plan sponsors, charitable organizations, and businesses. The firm offers discretionary portfolio management and implements written financial plans tailored to clients’ goals and circumstances. The adviser emphasizes asset allocation and a blend of passive and active strategies informed by modern portfolio theory, and may use outside managers or Betterment for Advisors to implement models for clients. Clients receive written plans and periodic reviews, and the firm accommodates client-imposed investment restrictions and values-based (ESG) preferences when requested. Relatively uncommon for a solo independent adviser, the firm explicitly offers retirement plan consulting for pension and profit‑sharing plans and conducts educational seminars and speaking engagements as part of its services. The firm’s principal holds CFP® credentials and has prior experience as a director of investments at a university foundation, and the firm manages about $15.5 million in discretionary assets, reflecting a small scale that supports hands-on plan consulting and client education.

To learn more about the advisors currently working at Tailored 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.

Name	Location	Years of experience
Stacy Dervin	Eugene, OR	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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