A complete list of active advisors currently associated with The Estate Planning Team, Inc.

Warmer can help you find a great advisor at The Estate Planning Team, Inc. or one who fits your needs even better.

The firm provides individualized financial planning to individuals and high‑net‑worth clients, offering both comprehensive written plans and hourly, topic‑specific planning. It does not directly manage or custody client investment assets, instead referring clients to unaffiliated third‑party investment advisers for portfolio implementation. The firm’s planning process emphasizes tailored asset allocation based on each client’s goals, risk tolerance and investment horizon, delivered through a series of meetings and a written plan. For implementation the firm evaluates and recommends third‑party advisers and typically enters solicitor relationships in which those advisers assume responsibility for trading, custody and execution while the firm monitors and meets with clients periodically. Noteworthy aspects disclosed in the brochure include that the adviser(s) are licensed to sell insurance products and may receive separate commissions for those sales, a potential conflict that the firm discloses and says it manages under its fiduciary policies. The firm also departs from common independent‑advisor practice by not offering portfolio management itself or charging fees as a percentage of assets under management, and it has recently narrowed its service offerings (for example, removing certain retirement planning services).

To learn more about the advisors currently working at The Estate Planning Team, Inc., 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.