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

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

Tarascio Financial Planning, LLC provides investment management and financial planning services to individual clients and also works with corporations and employer-sponsored retirement plans. Offerings include discretionary portfolio management, comprehensive and limited financial planning, retirement plan consulting, and a workplace financial wellness program focused on employee education. The firm primarily practices passive investment management, constructing portfolios using index mutual funds and exchange-traded funds and managing accounts on a discretionary basis. It also manages held-away accounts (primarily 401(k) accounts) and uses an order management system (Pontera) to implement tax-efficient asset allocation and opportunistic rebalancing while conducting regular account and plan reviews. Compared with many independent single-advisor firms, the firm’s explicit work with corporate clients and pension/retirement-plan consulting is uncommon and includes oversight of plan service providers (monitoring 3(16)/3(38) roles, recordkeepers, and TPAs), participant education, and validation of year-end payroll compliance data. With a modest client base and about $17.7 million in discretionary assets under management, the firm combines these workplace and plan services with individualized financial planning and investment oversight.

To learn more about the advisors currently working at Tarascio 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.