A complete list of active advisors currently associated with The Playbook Advizor

Warmer can help you find a great advisor at The Playbook Advizor or one who fits your needs even better.

PlayBook Advizor provides discretionary and non‑discretionary asset management, financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, and qualified retirement plans. The firm manages approximately $15 million in client assets across a limited number of client relationships and includes financial planning work as part of its advisory services at no additional charge. The firm’s investment process is tailored to each client’s goals and risk tolerance and draws on a mix of fundamental, technical, charting, and cyclical analysis, with strategies that range from long‑term holdings to shorter‑term trading. Accounts are reviewed at least quarterly for allocation, rebalancing, and tax‑loss harvesting opportunities, and clients may impose written investment restrictions that the firm will follow. Compared with many peers, PlayBook Advizor offers pension consulting and ERISA plan services, including the capacity to serve as either a limited‑scope 3(21) fiduciary or a discretionary 3(38) investment manager for retirement plans, while excluding certain illiquid or employer‑sponsored assets from plan engagements. The firm’s management holds a Juris Doctor degree and an Accredited Investment Fiduciary (AIF) designation, which inform its fiduciary disclosures and plan‑level service offerings.

To learn more about the advisors currently working at The Playbook Advizor, 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.