A complete list of active advisors currently associated with Tech FP
Warmer can help you find a great advisor at Tech FP or one who fits your needs even better.
Tech Financial Planning provides investment management, ongoing and project-based financial planning, and educational seminars to individual clients, including both standard and high‑net‑worth households. The firm operates on a fee-only basis and manages a small, discretionary asset base across a limited number of client relationships, and it may recommend or retain outside managers to implement accounts. The firm’s advice emphasizes tailored investment policy and asset allocation, combining passive and active vehicles and allowing reasonable client‑imposed restrictions while monitoring suitability over time. For ongoing clients, financial planning and portfolio management are integrated, and the firm conducts periodic reviews and adjustments based on changes in goals, risk tolerance, and life events. What is distinctive about this adviser is its explicit offering of educational seminars and speaking engagements in addition to individual planning services—an offering that is relatively uncommon among similar independent firms. The brochure also highlights specialized planning services such as equity‑compensation analysis and employee‑benefits optimization, and the firm leverages outside managers and custodial platforms to deliver services despite its small advisory team.
To learn more about the advisors currently working at Tech FP, 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 |
|---|---|---|
Spring Hill, TN
| 5
|
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