A complete list of active advisors currently associated with Theory Planning Partners

Warmer can help you find a great advisor at Theory Planning Partners or one who fits your needs even better.

Theory Planning Partners works primarily with small- to mid-size business owners and corporate executives, offering executive financial planning and corporate consulting alongside investment portfolio management. Services include executive benefit and compensation advice, employer-sponsored retirement plan coordination, business cash-flow and exit planning, estate and risk-management collaboration, and support for trusts and estates. The firm constructs customized portfolios using strategic asset allocation and modern portfolio theory, emphasizing diversified mutual funds, ETFs, equities and fixed income, with tax-aware management such as asset location and tax-loss harvesting and periodic variance rebalancing. Theory uses model portfolios and delegates trade implementation and certain portfolio management functions to third-party specialists while maintaining discretionary oversight and regular client reviews. What is noteworthy for a firm of this size is the integration of hands-on corporate advisory work with ongoing investment oversight, where portfolio management is provided as part of the executive planning relationship and team workflows often involve close coordination with clients’ CFOs, CPAs, attorneys, and M&A or exit-planning advisors. The firm also relies on external model constructors and a trading/implementation provider to operationalize its investment strategy, reflecting a hybrid approach that combines internal fiduciary responsibility with outsourced execution and research.

To learn more about the advisors currently working at Theory Planning Partners, 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.