A complete list of active advisors currently associated with Tranquil Path Financial Planning

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

Tranquil Path Financial Planning is a fee-only registered advisory firm that serves individuals and families with comprehensive financial planning, investment management, shorter “financial fitness” reviews, and paraplanning or consultation services for other financial planning firms. The firm does not accept commissions or sell investment or insurance products and presents services through written engagement agreements tailored to client objectives. The firm’s investment work emphasizes individualized portfolio design based on tax situation, risk tolerance, cash flow, and life goals, and it recommends broadly diversified vehicles such as no-load mutual funds, ETFs, and individual bonds. For ongoing discretionary management and specialized strategies (for example, tax-loss harvesting), the advisor engages independent sub-advisors while retaining responsibility for initial suitability determinations and periodic oversight of those sub-advisors. Notably, Tranquil Path does not rely on percentage-of-assets-under-management fees, instead using alternate, negotiable fee arrangements and project-based engagements, which is uncommon among independent peers. The firm’s lead advisor holds professional planning and special-needs credentials and participates in a practice alliance that provides proprietary planning systems, and the firm also provides paraplanning and consultation support to other advisors.

To learn more about the advisors currently working at Tranquil Path 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.