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

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

Willenbrock Financial Planning serves individual clients, trusts, estates, and small entities with comprehensive personal financial planning and discretionary investment management. The firm offers separate financial planning engagements billed hourly and an ongoing investment advisory service billed as a percentage of assets under management. The firm’s investment approach emphasizes broadly diversified, low-cost index funds across domestic and international equities, emerging markets, real estate, and a range of bonds, with low-risk instruments (government securities, CDs, fixed annuities) used to complement portfolios when appropriate. Portfolios are constructed to match clients’ time horizons and risk tolerances, monitored daily, and rebalanced when allocations move beyond a narrow threshold; the firm does not attempt market timing. Distinctive features include a single-advisor, fee-only model with a small, closely managed client base and no third-party compensation or product sales. The advisor’s long academic career in physics and operational choices—daily account reviews, a tight rebalancing band, and a policy of keeping client accounts separate rather than aggregating trades—differentiate the practice from many peers.

To learn more about the advisors currently working at Willenbrock 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.