A complete list of active advisors currently associated with Westward Planning Group
Warmer can help you find a great advisor at Westward Planning Group or one who fits your needs even better.
Westward Planning Group serves individuals, families and small businesses, and states an explicit willingness to work with people who feel left out of the financial services conversation. The firm provides comprehensive financial planning and both discretionary and non‑discretionary portfolio management, and it also conducts a separate consulting practice advising employers on self‑funded health plans. The advisor follows an asset‑allocation based approach that emphasizes cost control and market participation, favoring index mutual funds and ETFs and regular quarterly reviews following a multi‑meeting onboarding process with access to an online account aggregation portal. Westward Planning Group may recommend a sub‑advisor, First Affirmative Financial Network, for certain managed strategies and impact‑focused preferences while retaining ongoing monitoring responsibility. Compared with many independent solo advisers, the firm does not rely primarily on percentage‑of‑assets fees and instead uses an ongoing flat fee structure for planning and investment services. The firm’s profile is also notable for its non‑investment affiliations and activities: the principal earns per‑participant consulting fees and legacy renewal commissions related to self‑funded health plans (he no longer holds an active insurance license as of March 2026), and the firm offers educational seminars to groups including college and professional athletes, sometimes on a pro‑bono basis.
To learn more about the advisors currently working at Westward Planning Group, 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 |
|---|---|---|
Narberth, PA
| 41
|
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")