A complete list of active advisors currently associated with TapestryFP

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

TapestryFP provides wealth management services that combine comprehensive financial planning with ongoing portfolio management for individuals—including both non-high-net-worth and high-net-worth clients—and small businesses. The firm also offers stand-alone planning engagements, assistance with tax return preparation, and periodic educational workshops for prospective and current clients. Investment programs are implemented using a Core + Satellite framework alongside passive strategies, with allocations that may include ETFs, mutual funds and fixed-income securities; accounts can be managed on a discretionary or non-discretionary basis and are governed by written investment guidelines. The firm emphasizes a long-term, disciplined approach, conducting regular portfolio and plan reviews and delivering customized written plans and implementation support. Several features distinguish TapestryFP from many small, newly established advisers: it provides complimentary educational sessions, makes hourly planning available in addition to a fixed/flat wealth-management offering, and explicitly includes business-consulting services for corporate clients. The firm does not sponsor or manage private investment funds and reported no assets under management as of the brochure date.

To learn more about the advisors currently working at TapestryFP, 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
Michael Hollis	Aurora, IL	3

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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.

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