A complete list of active advisors currently associated with The Planning Center, Inc.

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

The Planning Center, Inc. provides fee-only wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans and small businesses. Services are delivered through its Capstone Wealth Program™ and also on a stand‑alone basis, and the firm offers retirement plan consulting and, in selected cases, tax planning and individual tax return preparation to clients. The firm typically manages accounts on a discretionary basis using mutual funds, ETFs, model portfolios and third‑party separately managed account programs, and it conducts an initial multi‑meeting planning process followed by periodic reviews. The Planning Center treats cash as an asset class, may accommodate individual security requests, and discloses use of artificial intelligence tools under an internal AI policy with human review of all AI outputs. Compared with many similarly sized teams, the firm operates seven offices and manages over $1.3 billion in client assets with a nine‑advisor team, a footprint that is uncommon for teams of this size. Ownership includes numerous credentialed professionals and the firm’s principals also operate a related entity that licenses proprietary financial planning and cash‑management software to other advisers; the firm also occasionally offers pro‑bono planning engagements.

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