A complete list of active advisors currently associated with Timepiece Financial Planning, Inc.

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

Timepiece Financial Planning provides financial planning, investment supervisory services, retirement-plan consulting, and basic tax-preparation support to individual clients and plan sponsors. The firm reports roughly $74 million in discretionary assets across about 159 client relationships and has added pension consulting to its published scope of services. The firm employs a long-term, globally diversified, asset-allocation approach that relies primarily on low-cost index mutual funds and ETFs and typically implements portfolios under discretionary authority, supplementing investment management with written investment policy statements and deliverables. Timepiece operates under a fiduciary standard for its advisory work and offers both ongoing planning relationships and one-time consultations while coordinating with clients’ other advisors. What is distinctive about the firm is its physical footprint and service mix: it maintains five physical offices despite having a single listed advisor, and it combines individual portfolio management with retirement-plan consulting and complimentary basic tax-return preparation for certain investment clients. The client roster is concentrated among individual (non-high-net-worth) clients and employer-sponsored retirement plans rather than a high-net-worth client base, a composition that differs from many peers.

To learn more about the advisors currently working at Timepiece Financial Planning, 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.