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

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

Targeted Financial Planning LLC provides discretionary and non-discretionary portfolio management and standalone financial planning to individuals and a range of other clients, including high-net-worth individuals, charitable organizations, corporations and state or municipal entities. Like many independent advisors, the firm documents client objectives in investment policy statements and charges asset-based advisory fees rather than participating in wrap fee programs. The firm’s investment process is built around a documented Investment Policy Statement for each client and employs a wide set of analytical approaches — charting, cyclical, fundamental, quantitative, technical analysis and modern portfolio theory — to construct portfolios. It implements both long- and short-term trading and at times uses higher-risk strategies, including margin, short sales and options, and typically seeks discretionary trading authority. Noteworthy differences from many peers include a requirement that clients custody assets with SEI Private Trust Company and a policy not to aggregate trades into block executions, which can affect execution and allocation. The firm’s combination of serving municipal and institutional clients, potentially accepting research or other soft-dollar benefits, and regularly using leveraged and derivative strategies is less common for a solo independent adviser.

To learn more about the advisors currently working at Targeted 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.