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

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

Tamarind Financial Planning works with individuals, high-net-worth clients, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio reviews, project-based advice, and pension consulting. The firm delivers investment recommendations and planning on a fee-only basis and, when investment management is needed, arranges non-discretionary or third-party discretionary management through vetted sub-advisers. The firm’s investment approach centers on customized financial plans and asset allocation grounded in Modern Portfolio Theory, with recommendations calibrated to each client’s time horizon, risk tolerance, and other personal factors. Day-to-day portfolio implementation is typically delegated to sub-advisers who are selected through due diligence and may be given discretionary authority to manage accounts. Tamarind is notable for maintaining five physical offices despite a small advisory team and roughly 50 clients, a footprint that is uncommon for similarly sized supported firms. It also emphasizes client education—providing pension participant education and leveraging sub-adviser and custodian educational conferences and workshops—and integrates an outsourced estate-planning platform (Wealth.com) into its planning process for clients.

To learn more about the advisors currently working at Tamarind 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.