A complete list of active advisors currently associated with The Hoerner Planning Group, LLC

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

The Hoerner Planning Group LLC provides comprehensive wealth advisory services to affluent families and their related entities, including trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers portfolio management (both discretionary and non-discretionary), financial planning and consulting, and guidance on insurance and employer‑sponsored retirement plan allocations. The firm’s investment approach emphasizes customized, strategic asset allocation implemented primarily through independent managers, separate accounts, private partnerships and mutual funds, with a long-term orientation and occasional tactical shifts when mispricing opportunities arise. In selecting independent managers, the firm looks for a value discipline, an emphasis on capital preservation, concentrated best‑idea portfolios, and managers who have substantial personal stakes in their strategies. Compared with peers, the firm manages an unusually large amount of assets per advisor—approximately $1.65 billion across a four‑advisor team—which is reflected in both sizeable discretionary mandates and a significant non‑discretionary book. The firm’s regular use of private partnerships (and occasional evaluation of venture capital opportunities), together with disclosed principal activities as trustees and owners of real‑estate and development businesses, are notable characteristics it documents and manages as potential conflicts of interest.

To learn more about the advisors currently working at The Hoerner Planning Group, 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.