A complete list of active advisors currently associated with Vitality Wealth Planning
Warmer can help you find a great advisor at Vitality Wealth Planning or one who fits your needs even better.
Vitality Wealth Planning is a fee‑only registered investment adviser that provides discretionary investment management, financial planning (ongoing and project-based), and tax preparation services to individuals, high‑net‑worth clients, and corporations or other businesses. The firm also sells educational products to the public, including a book and an online course about relocating abroad. The firm manages client portfolios on a percentage‑of‑assets basis and constructs long‑term, Modern Portfolio Theory–informed allocations using a mix of passive and active funds, individual securities, and options strategies where appropriate; accounts are reviewed quarterly and clients receive written financial plans when engaged for planning services. Clients grant VWP limited trading discretion and the adviser tailors plans and investment recommendations to each client’s goals, risk tolerance, and tax considerations. Compared with many independent advisers, VWP also provides portfolio management to corporations and other business clients in addition to individual and high‑net‑worth clients, and it maintains a small, concentrated client base with roughly $15 million in AUM across a few relationships. The firm’s principal operates a separate consulting business providing AI and marketing automation services to small businesses (performed outside market hours), and the firm discloses the sale of non‑advisory educational products and in‑house tax preparation as additional, non‑investment services.
To learn more about the advisors currently working at Vitality Wealth 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 |
|---|---|---|
Elkhart, IN
| 4
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)