A complete list of active advisors currently associated with The Financial Planning Company

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

The Financial Planning Company provides financial planning and discretionary investment management to individuals, high‑net‑worth individuals, qualified retirement plans and trusts. Services include portfolio construction using stocks, bonds, ETFs and mutual funds, together with ongoing wealth management advice tailored to clients’ goals, resources, risk tolerances and time horizons. The firm emphasizes long‑term strategic asset allocation combined with enhanced indexing, limits trading frequency to reduce costs and taxable events, and performs quarterly rebalancing to maintain target weights. In forming portfolios the adviser uses Morningstar research and proprietary asset‑allocation information from Dimensional Fund Advisors. Distinctive features include an explicit enhanced‑indexing approach that may overweight small‑value exposures relative to market‑cap indices and the use of DFA inputs to inform allocations, which is less common among peers of this size. The firm manages about $11.8 million for 31 clients, operates as a fee‑only fiduciary, uses Interactive Brokers and Charles Schwab for custody, and does not accept proxy‑voting authority for client securities.

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