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

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

Tailwind Financial Planning provides ongoing comprehensive financial planning along with project-based and hourly planning services, and it offers portfolio management only to clients who engage in its ongoing planning program. The firm serves individual and high‑net‑worth clients and does not impose a formal minimum account size. The firm principally implements passive, low‑cost portfolios built with index mutual funds and exchange‑traded funds to manage correlation, risk, and return while emphasizing tax efficiency and minimal trading. It also draws on fundamental, technical (including charting and cyclical) analysis when developing client investment policy statements and asset allocation targets. Distinctive features include bundling in‑house investment management into the ongoing planning engagement rather than offering management as a separate standalone service, and operating at a very small scale—managing roughly $3.95 million across five client relationships—which supports a subscription‑style, hands‑on approach. Operationally, the firm does not accept custody or deduct advisory fees directly from client accounts, does not aggregate trades into block orders, and typically recommends Vanguard as a custodian while leaving custody and execution decisions to clients.

To learn more about the advisors currently working at Tailwind 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.