A complete list of active advisors currently associated with ViviFi Planning
Warmer can help you find a great advisor at ViviFi Planning or one who fits your needs even better.
ViviFi Planning serves individual and high-net-worth clients and offers ongoing comprehensive financial planning, project-based planning, discretionary investment management, and retirement plan consulting for employer-sponsored plans. The firm is state-registered and manages about $10.5 million for roughly two dozen client relationships. Investment advice is driven by an asset-allocation framework and passive, Modern Portfolio Theory–based portfolios built with index mutual funds and ETFs, with accounts reviewed on a regular (quarterly) basis and tailored to clients’ goals and risk tolerance. Financial planning is collaborative and may include implementation and coordination with other professionals; the firm also provides ongoing fiduciary advisory services to retirement plan sponsors while excluding certain illiquid or employer-security assets. Compared with many peers of similar size, ViviFi combines individualized household planning with retirement-plan fiduciary consulting — an offering more commonly found at larger firms — and operates as a fee-only adviser that does not accept third-party compensation. The firm does not take custody of client assets beyond routine fee deductions and standing letters of instruction, and it leaves proxy voting responsibilities with clients.
To learn more about the advisors currently working at ViviFi 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 |
|---|---|---|
Bend, OR
| 12
|
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