A complete list of active advisors currently associated with Tonn Financial Planning

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

Tonn Financial Planning provides investment management, financial planning, and retirement plan consulting to individuals (including non‑high‑net‑worth clients) as well as employer plan sponsors. The firm operates as a fee‑only registered investment adviser and offers discretionary asset management alongside project‑based and ongoing financial planning engagements, with no stated account minimum. The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, combining passive and active strategies and offering socially responsible (ESG) options when requested. It routinely employs model portfolios and outside managers and selects institutional custodial platforms while tailoring allocations and client‑imposed restrictions to individual circumstances. Noteworthy about the firm is its explicit retirement plan consulting practice and its role as an ERISA fiduciary to plan sponsors, a service less commonly offered by peers in this category. The firm is a small, recently formed adviser and also discloses that its principal retains an insurance license but does not sell insurance products, a background that informs—but does not drive—its advisory scope.

To learn more about the advisors currently working at Tonn Financial 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.