A complete list of active advisors currently associated with Triple Play Planning, LLC

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

Triple Play Planning, LLC is a fee-only independent investment adviser that provides portfolio management, financial planning, and tax return preparation to individuals as well as pension and profit‑sharing plans and business clients. As of December 31, 2025, the firm reports approximately $8.37 million in assets under management across about 35 client relationships. The firm provides continuous investment advice and can manage accounts on a discretionary basis, employing both in‑house allocation models and third‑party managers and platforms, including SEI and the Altruist Model Marketplace. Its process emphasizes asset allocation (including Modern Portfolio Theory), a blend of passive and active funds, periodic rebalancing, and review of held‑away accounts. What is notable relative to many solo independent advisers is that Triple Play Planning accepts institutional mandates (e.g., pension and profit‑sharing plans) in addition to individual clients, a service that is uncommon for firms of its size. The firm combines investment management with project and ongoing planning, tax return preparation for individuals and businesses, college selection consulting, and the use of outside managers and model platforms to implement client strategies, while client assets are held at unaffiliated custodians.

To learn more about the advisors currently working at Triple Play 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.