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

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

The Financial Planning Center, LLC is a small independent registered investment adviser that serves individuals, families, business owners/executives, and a range of other client types. The firm provides discretionary and non‑discretionary portfolio management along with comprehensive financial planning services, including estate, tax, risk management, retirement income, and business continuation planning. The firm develops personal investment policies through client interviews and an investment‑objective questionnaire and employs fundamental, technical, and cyclical analysis to inform portfolio construction. It delivers written financial plans using technology, provides periodic consolidated reporting (including for assets not managed by the firm), and acts as a fiduciary for retirement accounts with regular account reviews. Notably, the firm’s advisory representatives are also licensed insurance agents and may offer fixed life, disability, long‑term care, fixed annuity, and health insurance products, receiving normal commissions when acting in that capacity; the brochure discloses this potential conflict and states that less than 20% of advisor time is spent on these non‑advisory activities and that clients are under no obligation to purchase insurance. The firm also recommends a specific custodian and uses that custodian’s trading and reporting platform and acknowledges that client brokerage may be used to obtain research and other services that benefit the firm, which is disclosed as a potential conflict of interest.

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