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

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

Tempus Wealth Planning, LLC provides investment advisory and financial planning services to individuals (including high net worth clients) and business entities, offering asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm manages roughly $699 million in client assets and operates with a team of nine advisors serving about 683 client relationships. Portfolios are tailored to client objectives and may include individual stocks, bonds, ETFs, mutual funds and, at times, fee‑based variable annuities, with ongoing monitoring and periodic rebalancing. The firm uses a mix of asset‑allocation, fundamental and technical methods (including charting and cyclical analysis) and discloses that it may employ options and the use of margin/borrowing in client accounts, describing the attendant risks in its brochure. Compared with many peers, Tempus’s disclosure of using derivatives and borrowing in separately managed accounts is notable, since those practices are relatively uncommon among similar team firms. The firm also offers business‑oriented planning services (such as cost segregation studies, corporate structure reviews, lines of credit and mortgage/debt analysis) and provides retirement plan consulting that can include ERISA fiduciary designations, which distinguishes its service mix from more narrowly focused advisory practices.

To learn more about the advisors currently working at Tempus 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.