A complete list of active advisors currently associated with TLP Financial Services, Inc.

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

TLP Financial provides discretionary investment management, financial planning and advisory services to individuals (including high‑net‑worth clients), trusts, estates and businesses, and for some clients offers tax preparation and accounting services as part of the relationship. The firm constructs portfolios using mutual funds, ETFs, independent manager strategies and individual bonds, and tailors asset allocation and portfolio construction to each client’s goals, time horizon and risk tolerance. The advisor’s investment approach emphasizes fundamental analysis and a generally long‑term orientation while retaining the ability to rebalance or make shorter‑term trades as circumstances require; accounts are monitored on a regular and periodic basis. TLP may recommend and oversee unaffiliated independent managers for portions of client portfolios, performs initial and ongoing due diligence on those managers, and documents client objectives and restrictions under its fiduciary Code of Ethics. Notable distinctions include the principal’s professional credentials (CFP and AEP) and prior long experience in financial counseling, and the fact that the principal also provides tax preparation services to clients (disclosed as a potential conflict and estimated at roughly five hours per month). The firm maintains an institutional relationship with SEI Private Trust Company, receiving platform software and related support and other economic benefits from that custodian while disclosing those arrangements.

To learn more about the advisors currently working at TLP Financial Services, 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.