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

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

Trajectory Financial Planning serves individual and high-net-worth clients by providing fee-only financial planning through ongoing and project-based engagements. The firm does not act as an investment manager that manages client portfolios or custody assets; instead it produces written financial plans and offers recommendations for clients to implement with custodians of their choice. The firm’s planning work spans business planning, cash flow and debt management, retirement and estate planning, tax planning, insurance review, college savings, and investment analysis, and services are tailored to each client’s stated objectives and constraints. Rather than charging a percentage of assets, the firm uses recurring fixed fees and project or hourly billing for limited-scope work, and it may recommend both passive and active investment options without exercising discretionary trading authority. Noteworthy aspects relative to peers include the routine recommendation of third-party professionals (attorneys, accountants, tax advisors, insurance agents) while expressly not selecting other investment advisers on clients’ behalf, a practice that differs from many investment-manager firms. The firm’s principal also operates a separate tax-preparation business and provides paraplanning services to other firms (disclosed as potential conflicts), and the brochure highlights the firm’s due diligence of third-party service providers that use artificial intelligence and machine-learning tools.

To learn more about the advisors currently working at Trajectory 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.

Name	Location	Years of experience
Megan Abbott	University Heights, OH	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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