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

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

Waymaker Financial Planning provides comprehensive financial planning and investment management primarily for individual clients and also offers services to employer plan sponsors. Its service menu includes modular and one-time financial plans, ongoing planning engagements, and qualified retirement plan consulting with participant education. The firm uses a goal-based process to establish asset-allocation targets and constructs portfolios that blend passive and active strategies with an emphasis on diversification and periodic rebalancing; it offers both discretionary and non-discretionary management and may delegate portions of portfolio management to outside managers. Client engagements begin with document and risk-profile reviews and proceed through written planning deliverables and scheduled follow-ups under project-based or ongoing arrangements. Noteworthy distinctions in the brochure include the firm’s formal qualified plan consulting for employer-sponsored retirement plans and the provision of public educational seminars and speaking engagements (including occasional pro-bono offerings), both of which are uncommon among independent peers. The firm is fee-only and manages roughly $3.6 million for a small number of clients, a scale that the brochure suggests supports planner-led, hands-on service and direct client contact.

To learn more about the advisors currently working at Waymaker 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.