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

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

Whitford Financial Planning is a fee-only registered investment adviser that provides investment management and ongoing financial planning to individuals — including high-net-worth clients — and to employer-sponsored retirement plans and plan sponsors. The firm offers portfolio management, ongoing planning engagements, and employer retirement plan consulting and discretionary plan management in addition to broader financial planning services. The firm’s investment process emphasizes portfolio construction based on modern portfolio theory, blending fundamental and technical analysis and using passive index funds and ETFs as core holdings while accommodating active or socially conscious sleeves at client request. Portfolios are managed on a discretionary basis with individualized asset-allocation targets, periodic reviews, and ongoing monitoring; investment management clients receive ongoing financial planning as part of the engagement. Distinctive features include roughly $18.7 million in assets under management across 19 client relationships — an average AUM per client near $1 million — and the provision of ERISA fiduciary and 3(38)-style discretionary plan management for employer plans, which is less common for firms of this size. The firm uses a digital custodial platform that supports automated account opening and rebalancing, has shifted custodians in recent years, focuses on ongoing rather than project-based planning, and receives a modest portion of revenue from sales of a book authored by its principal.

To learn more about the advisors currently working at Whitford 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.