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

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

Tulip Financial Planning serves business owners, high‑income professionals, and high‑net‑worth families, providing discretionary investment management alongside comprehensive financial planning across tax, cash flow, insurance and protection, legal and entity structure, and estate planning. The firm also offers tax preparation and standalone tax planning, retirement plan design, educational content, and services tailored to business sale and exit planning. Tulip’s investment approach emphasizes passive, tax‑efficient, long‑term strategies implemented with diversified ETFs and mutual funds and occasional individual securities where appropriate, operating on a discretionary basis guided by a documented client profile. Financial planning is delivered both as a time‑limited, project‑style review (the 90‑day audit) and as ongoing family‑office style services, with the firm coordinating implementation with clients’ other professionals and delivering most work virtually. What is distinctive for a single‑adviser firm is that tax preparation and proactive tax planning are provided through the same legal entity—the principal is an Enrolled Agent who devotes material time to tax work—enabling integrated tax and investment advice while creating conflicts the firm discloses and manages. The brochure also discloses referral compensation from a law firm and a bookkeeping firm and personal trading in widely held funds; Tulip describes written policies, disclosure practices, and trade‑order procedures intended to address those conflicts.

To learn more about the advisors currently working at Tulip 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.

Name	Location	Years of experience
Stephen Mandracchia	Harvest, AL	5

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