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

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

Whitmore Financial Planning provides hourly, fee-only financial planning to individual and small-business clients, offering comprehensive and targeted planning services such as cash-flow analysis, retirement and education funding, risk-management reviews, and implementation assistance. The firm accepts clients without minimum asset requirements and delivers services on an as-needed basis rather than through ongoing asset management engagements. When investment advice is requested, the firm emphasizes fundamental, long-term investment principles and diversified asset allocation, and commonly recommends low-cost no-load mutual funds, U.S. government securities, or certificates of deposit. Reviews and updates are scheduled at the client’s request, and the firm uses financial-planning software (Moneytree’s Silver Planner/Total Planning Suite) to develop and document plans and recommendations. The firm does not manage client portfolios, does not take custody or discretionary authority over client assets, and does not charge percentage-of-assets-under-management or performance-based fees—features that are uncommon among independent advisers. The principal holds CFP coursework credentials and is an enrolled agent, and the owner’s bookkeeping and tax-practice background informs work with small-business and tax-sensitive clients, while the practice’s very limited client roster and hourly, on-demand model contrast with more typical ongoing advisory relationships.

To learn more about the advisors currently working at Whitmore 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.