A complete list of active advisors currently associated with Winding Trail Financial Planning, LLC

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

Winding Trail Financial Planning, LLC provides investment management and financial planning to a very small roster of clients, managing approximately $13.2 million across nine relationships. The firm works with individual clients and also accepts corporate or business clients, offering continuous portfolio management alongside project or topical planning on areas such as retirement, tax strategies, estate planning, and business planning. The firm’s investment approach is primarily passive and grounded in Modern Portfolio Theory and asset allocation, using low‑cost index mutual funds and ETFs while also employing fundamental, technical, and charting analysis as inputs. Portfolios are managed on a discretionary basis with periodic reviews tied to client objectives, risk tolerance, and tax considerations, and the adviser offers project-based and hourly planning engagements when appropriate. Distinctive features include an affiliation with an in‑house accounting practice (Winding Trail Accounting, LLC), which provides tax and accounting services and is disclosed as a potential conflict of interest, and an explicit focus on businessowner consulting and corporate clients. The firm also discloses the use of client testimonials in its advertising—an uncommon practice among peers—and the principal’s temporary trustee/caretaker role for a family business has been disclosed as limited, part‑time involvement.

To learn more about the advisors currently working at Winding Trail Financial Planning, LLC, 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.