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 independent advisory firm that serves individuals, high-net-worth individuals, and corporate or business clients. The firm provides discretionary investment management, ongoing and project-based financial planning, and tax return preparation services. Investment strategies blend passive and active approaches grounded in Modern Portfolio Theory, with portfolios tailored to clients’ objectives, risk tolerance, and tax considerations. The firm employs long-term buy-and-hold positions with the ability to use short-term trades, cyclical analysis, and options strategies when appropriate, and it acts with discretionary trading authority for managed accounts. Uncommon for a solo independent adviser, the firm also provides portfolio management to corporate and institutional clients and integrates business-planning and employee-benefits optimization into its planning work. Operating with a single planner who holds CFP® certification, the firm manages roughly $15 million for a very small client base, uses an institutional custody platform, and offers in-house tax-preparation 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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")