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 LLC provides comprehensive financial life planning, project-based engagements, hourly planning, and investment management for individuals and high‑net-worth individuals. The firm maintains a very small client roster and emphasizes one‑on‑one engagements with ongoing access to a financial planning software tool. The firm pairs a life‑planning process with a primarily passive investment approach, constructing individualized asset allocations using index mutual funds and ETFs, with periodic rebalancing and quarterly account reviews. Although passive strategies are emphasized, the adviser also documents the use of fundamental, technical, charting, and cyclical analysis in its investment work and ties investment management to clients who elect ongoing planning services. Distinctive features include an unusually low client‑to‑adviser ratio and the lead planner’s combination of CFP®, Registered Life Planner®, and Military Qualified Financial Planner credentials alongside prior military service, which suggests a stronger focus on life planning and familiarity with military/veteran financial matters. The firm implements trades on an individual‑account basis rather than block trading, does not take custody of client assets, and typically recommends Vanguard as custodian while clients retain control of account opening and fee arrangements.

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.

Name	Location	Years of experience
Pamela Bergeson	Madeira Beach, FL	6

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