A complete list of active advisors currently associated with Tech Financial Planning

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

Tech Financial Planning is a fee-only, independent advisory firm that serves individuals and high-net-worth individuals with investment management (including use of third‑party sub‑advisors), ongoing and project‑based financial planning, and group educational seminars and speaking engagements. The firm reports a small client base and manages roughly $3.78 million in discretionary assets under a single‑advisor model. The firm constructs client‑specific asset allocation plans that combine passive and active strategies and may include stocks, bonds, mutual funds, ETFs, and outside managers, typically managed on a discretionary basis while allowing reasonable client‑imposed restrictions. Financial planning work covers cash flow, retirement, tax planning, estate considerations, insurance review, and equity compensation analysis and employee benefits optimization as integrated components of the advice. Notably, Tech Financial Planning offers public and private educational seminars and speaking engagements (virtual or in‑person), a service that is uncommon among similarly sized independent firms, and sets separate engagement terms for those events. The firm’s lead advisor holds CFP® certification and the practice emphasizes oversight of outside managers and use of a digital custodial platform (including an institutional relationship with Altruist) to support client onboarding and reporting.

To learn more about the advisors currently working at Tech Financial Planning, 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
Alex Crouch	Wilmington, NC	5

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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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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