A complete list of active advisors currently associated with The Financial Forge, LLC

Warmer can help you find a great advisor at The Financial Forge, LLC or one who fits your needs even better.

The Financial Forge, LLC provides personalized financial planning and education to individuals and families, as well as public‑service professionals, small business owners, and medical and legal professionals. Its services include behavior‑focused personal financial education, savings and investment education, tax strategy consultations, retirement and pension planning, PSLF and student‑loan guidance, and custom dashboards and visual tools; the firm does not manage client assets. The firm’s work is centered on behavioral coaching and scenario‑based planning, supported by cash‑flow and net‑worth modeling and tax‑impact analysis to inform client decisions. Recommendations are provided on a non‑discretionary basis, with clients responsible for approving and executing transactions; the firm states it acts as a fiduciary and adheres to CFP® standards. The Financial Forge uses an atypical fee model for its peer group, offering subscription‑based retainers alongside flat and hourly fees rather than asset‑based or commission compensation, with fees disclosed in writing before engagement. Its founder’s background as a CFP®, a retired U.S. Army lieutenant colonel, and a former West Point economics professor, together with targeted offerings like PSLF and student‑loan guidance, give the firm a distinctive combination of educational emphasis and public‑service focus.

To learn more about the advisors currently working at The Financial Forge, 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.