A complete list of active advisors currently associated with Vetter Planning
Warmer can help you find a great advisor at Vetter Planning or one who fits your needs even better.
Vetter Planning provides financial planning and portfolio management to individuals, families, charitable organizations, and businesses, serving about 59 clients and managing roughly $41.6 million in discretionary assets. The firm’s services include comprehensive and modular financial planning, investment consultation and management, retirement plan consulting and management, and educational workshops. The firm delivers tailored engagements that range from single-topic “Quick Start” plans to broad comprehensive plans, and implements investment strategies on a discretionary basis while sometimes recommending third‑party money managers. Investment analysis draws on fundamental methods, Modern Portfolio Theory, technical and cyclical analysis, with ongoing monitoring and periodic reviews triggered by client changes, contributions/withdrawals, year‑end planning and market events. Distinctive among many solo independent advisers, the firm provides retirement plan services to employer plan sponsors — including plan design and review, fee analysis, participant education and, in some cases, acting as an ERISA fiduciary and 3(38)-style investment manager with discretionary authority for plan trading. The combination of small‑firm, individualized financial planning and formal retirement plan management, plus regular educational programming, is an uncommon mix for a practice of this size.
To learn more about the advisors currently working at Vetter 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.
Name |
Location |
Years of experience |
|---|---|---|
Randolph, NJ
| 14
|
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