A complete list of active advisors currently associated with Timpe & Timpe Financial Advisory Services, L.L.C.

Warmer can help you find a great advisor at Timpe & Timpe Financial Advisory Services, L.L.C. or one who fits your needs even better.

Timpe & Timpe Financial Advisory Services, LLC serves individual clients (including high‑net‑worth individuals), trusts, and employer retirement plans, managing roughly $61 million across about 133 client relationships with a two‑advisor team. The firm provides ongoing portfolio management, comprehensive financial planning, and 401(k) retirement plan advisory and participant education services. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, asset‑allocation driven strategies implemented primarily through mutual funds and ETFs, with each relationship documented by an Investment Policy Statement. Trading is generally buy‑and‑hold; short‑term trades are used selectively for tax‑loss harvesting or rebalancing, and accounts are reviewed at least quarterly with regular performance and position reports provided to clients. A noteworthy aspect of the firm is its operational ties to related businesses: the principal is a certified public accountant and the advisory practice shares office space with an affiliated accounting firm, a payroll services company, and a single‑member law firm; the advisory firm discloses referring clients to those affiliated entities and arrangements to reimburse or share overhead. These on‑site affiliations and potential economic benefits from referrals are highlighted in the brochure and are less common among peers of this size.

To learn more about the advisors currently working at Timpe & Timpe Financial Advisory Services, L.L.C., 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.