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 independent advisory firm that serves individuals, high-net-worth clients, and employer plan sponsors with investment management, ongoing financial planning, and retirement plan consulting and management. The firm operates as a small, single-advisor practice and charges clients on a percentage-of-assets basis for discretionary portfolio management, which is common among independent advisers. The firm’s investment approach centers on customized asset-allocation models informed by fundamental and technical analysis, with portfolios built from stocks, bonds, mutual funds and ETFs; socially responsible (ESG) options and customized individual-security SRI portfolios are available on request. Investment management engagements are discretionary and integrated with ongoing financial planning, and the firm uses an institutional digital custodial platform with automated rebalancing and limited tax-management features to implement portfolios. Noteworthy for a solo adviser, the firm provides both retirement plan consulting and discretionary plan management and explicitly serves in fiduciary roles for employer plans (including acting as an investment manager under ERISA definitions), a service not commonly offered by very small firms. The advisory practice is relatively new, emphasizes credentialed financial planning expertise, has no stated account minimum, and derives a small portion of additional revenue from the sale of a published book by the firm’s 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.