A complete list of active advisors currently associated with Taxwise Wealth Planning LLC

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

TaxWise Wealth Planning LLC provides investment management and a range of financial planning services to individuals, high‑net‑worth individuals, and business owners. Offerings include discretionary portfolio management, one‑time and hourly planning engagements, ongoing annual planning, and an integrated wealth management option that bundles investment management and ongoing planning. The firm implements model asset allocations informed by publicly available research and published allocations from Vanguard and Dimensional Fund Advisors, and primarily uses passive mutual funds and ETFs to achieve target asset mixes. Portfolios are tailored to each client’s Investment Policy Statement with an emphasis on asset allocation, fund due diligence, and tax‑aware implementation and rebalancing conducted on a discretionary basis. Notable distinctions include that the firm is newly formed and had no assets under management at the time of filing, and it operates alongside a separately organized bookkeeping and accounting business under common ownership — an affiliation with accounting services that is uncommon among independent advisers. The firm’s lead advisor holds professional planning and counseling credentials and maintains an insurance license for advisory purposes only; TaxWise also discloses blended and bundled fee arrangements and the tax considerations that can cause client portfolios to differ materially from its models.

To learn more about the advisors currently working at Taxwise Wealth 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.