A complete list of active advisors currently associated with Together Planning

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

Together Planning provides financial planning and portfolio management to individuals and families — including high-net-worth clients — as well as charitable organizations, small businesses, and retirement plan participants. The firm offers both standalone financial planning engagements and integrated planning with ongoing investment management, plus an asset-management-only option and SIMPLE IRA plan advisory services. Together Planning combines written, plain-English financial plans with ongoing monitoring and periodic reviews and offers both discretionary and non-discretionary management. The firm may allocate client assets to firm-developed model portfolios or engage Independent Managers for portions of accounts, including equity managers that offer personalized indexing strategies, and uses ESG-oriented ETFs when clients choose that option. Distinctive features include the firm’s use of a third‑party insurance analysis platform (DPL) to review annuities and insurance products and the inclusion of those products in client asset allocations when appropriate, which may result in advisory fees being applied to insurance contract assets. The firm routinely directs custody to Schwab Institutional, participates in Schwab’s institutional program, and has recently streamlined its service names and moved away from using a third‑party sub‑adviser and wrap programs while incorporating Independent Managers where needed.

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