A complete list of active advisors currently associated with The Prudent Planner, LLC

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

The firm provides financial planning, investment consultation, and portfolio management primarily for individual clients and small businesses, with services that include retirement, estate, education and tax‑related planning. Like many independent advisers it offers ongoing portfolio management and periodic plan reviews, and it manages a modest asset base while also offering complimentary educational workshops. Its investment approach is grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, emphasizing diversified, low‑cost and tax‑aware allocations, long‑term buy‑and‑hold strategies, and periodic rebalancing. Portfolios are managed largely on a non‑discretionary basis—requiring client approval for trades—and the firm may engage third‑party managers, including a specialist arrangement for liability‑driven investing, to implement specific strategies. The firm is notable among peers for its primarily non‑discretionary account model and its routine offering of educational seminars, both of which are uncommon for independent advisers. In addition, the firm’s principal maintains a full‑time regulatory examiner role and uses third‑party partnerships for specialized solutions, which together shape its compliance orientation and focus on retirement income planning.

To learn more about the advisors currently working at The Prudent Planner, 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.