A complete list of active advisors currently associated with Trail Financial Planning LLC

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

Trail Financial Planning LLC provides comprehensive financial planning, investment management, targeted financial consultations, and employee benefit plan services to individuals, families, small businesses, non‑profits and trusts. The firm manages roughly $117 million on behalf of about 157 clients and operates with a small advisory team. Its client work is organized around a written financial plan and an investment policy tailored to each client’s life stage and goals, with portfolios implemented through a blend of passive strategies, selectively active management, in‑house management, and third‑party money managers. The firm describes a process that uses fundamental analysis for active decisions and supplements client documents with third‑party research providers (for example, Morningstar) while focusing on diversification and tax efficiency. Trail Financial’s brochure also describes educational seminars and speaking engagements offered on an as‑announced basis and points clients to external resources such as the SEC’s adviserinfo site and third‑party research, reflecting an emphasis on outside information in client outreach. The firm discloses several operational features—use of standing letters of authorization for transfers and institutional relationships with custodians such as Altruist and Pershing—that are presented explicitly in the brochure and may be less commonly highlighted by peers.

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