A complete list of active advisors currently associated with The Planner's Edge LLC
Warmer can help you find a great advisor at The Planner's Edge LLC or one who fits your needs even better.
The Planner’s Edge serves individual clients, including high‑net‑worth households and trusts, offering customized financial planning and discretionary portfolio management. Services are organized under its branded Serious Money Approach™, which can be delivered as standalone planning engagements or as ongoing management. The firm’s investment process emphasizes asset allocation, diversification, and rebalancing and combines fundamental due diligence on managers with technical analysis and a stated set of guiding principles (Faith in the Future, Patience, and Discipline). Clients under management receive periodic reporting such as the one‑page Serious Money Portfolio Snapshot™, a Portfolio Average Daily Balance (ADB) report, and the Serious Money Talks™ monthly newsletter containing general investment principles and opinions. Noteworthy for a small, supported advisory team, The Planner’s Edge publishes a regular client newsletter (Serious Money Talks™), a feature relatively uncommon among peers, and embeds multiple operational components in its Serious Money Approach™ (including paperwork and “in‑motion” money management). The firm also offers customized aggregation and monitoring of outside custodial assets via data feeds and tailored reporting, in addition to its discretionary portfolio services.
To learn more about the advisors currently working at The Planner's Edge 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.
Name |
Location |
Years of experience |
|---|---|---|
Mercer Island, WA
| 9
| |
Mercer Island, WA
| 14
| |
Mercer Island, WA
| 10
|
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