A complete list of active advisors currently associated with TIAS Planners

Warmer can help you find a great advisor at TIAS Planners or one who fits your needs even better.

The firm provides investment advisory services, ongoing tailored portfolio advice, and both long-term and short-term comprehensive financial planning, along with seminars and public speaking engagements. It manages about $10.17 million for a small number of clients and delivers personalized plans that cover cash flow, retirement, tax strategies, estate planning, and business planning. The firm primarily follows a passive, asset-allocation approach using index mutual funds and ETFs and constructs portfolios around client-specific investment policies, objectives, time horizons and risk tolerances. Although the adviser documents discretionary authority in agreements, as of December 31, 2024 all assets under management are non‑discretionary, so clients retain trading authority while receiving continuous advice and implementation support. What distinguishes the firm from many independent peers is its largely non‑discretionary AUM—an arrangement that is relatively uncommon among similar advisers—and a very small client base with a relatively high average relationship size, which aligns with its practice of waiving planning fees for larger managed-asset relationships. The principal also reports material outside commitments (a real estate holding activity and a charitable nonprofit) and offers fee-based public speaking engagements, which are notable operational features for a firm of this size.

To learn more about the advisors currently working at TIAS Planners, 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.