A complete list of active advisors currently associated with Two Twelve Planning, Inc.

Warmer can help you find a great advisor at Two Twelve Planning, Inc. or one who fits your needs even better.

Two Twelve Planning manages roughly $22.3 million across about 97 client relationships and provides discretionary and non-discretionary portfolio management along with written financial planning and consulting services. The firm advises individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporate/business clients on investment selection and ongoing portfolio oversight. The firm builds customized portfolios using model portfolios and a mix of fundamental analysis, cyclical analysis, and modern portfolio theory, primarily recommending mutual funds, ETFs, and individual stocks. Portfolios are monitored and rebalanced as needed, with both long- and short-term strategies used and tax implications acknowledged (tax-efficiency is not the primary focus unless agreed otherwise). Statistically uncommon for independent advisers, the brochure discloses that Two Twelve works with charitable organizations and provides portfolio management to institutional clients such as pension and profit‑sharing plans, in addition to individual clients. The firm also makes use of an institutional custody platform (Charles Schwab Advisor Services), including block trading and fee deduction through the custodian, which are operational features relevant to its institutional and charitable engagements.

To learn more about the advisors currently working at Two Twelve Planning, Inc., 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.