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

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

Unburdened Financial Planning is a fee-only advisory firm that provides ongoing and project-based financial planning, investment management, and retirement plan consulting to individuals, charitable organizations, employer-sponsored plans, and businesses. Services are offered through three tiers that combine written financial plans, portfolio management (where applicable), and specialized offerings such as tax coordination and estate‑planning education. The firm builds personalized investment policies and asset‑allocation targets through client conversations about goals, risk tolerance, and tax considerations, and implements strategies using a mix of mutual funds, ETFs, individual securities, and both passive and active approaches. It may manage accounts directly or by recommending outside managers, performs periodic account reviews, and can accept discretionary or non‑discretionary trading authority depending on the engagement. Noteworthy aspects include dedicated retirement plan consulting for plan sponsors—covering investment policy design, fee analysis, and participant education—and a policy of offering standalone investment management specifically for non‑profit clients, both services that are less common among independent peers. The Legacy Plan’s inclusion of estate‑planning support via a third‑party self‑service will/trust platform and the firm’s provision of educational seminars and workshops further distinguish its service mix from many similar firms.

To learn more about the advisors currently working at Unburdened 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.