A complete list of active advisors currently associated with Your Best Move Inc
Warmer can help you find a great advisor at Your Best Move Inc or one who fits your needs even better.
Your Best Move, Inc. primarily works with active, former, and retired federal employees and their families, as well as private‑sector employees, business owners, and professionals. The firm offers non‑discretionary financial planning through modular planning engagements, self‑directed advisory guidance, and ongoing advisory relationships coordinated with third‑party investment managers and custodians. The firm uses a structured engagement model focused on retirement income sustainability, risk management, and decision‑making frameworks, delivering discrete planning modules and training such as income and investor behavior guardrails. Your Best Move does not accept discretionary authority over client accounts; it provides advice and relationship management while third‑party managers perform portfolio implementation and trading, and the firm emphasizes passive portfolios to inform client expectations and resilience. Distinctive features include the absence of in‑house portfolio management for individual clients — a co‑advisor model with third‑party managers is used instead — which is less common among independent advisers. The firm also emphasizes federal benefits and TSP‑related planning, offers fixed‑fee planning modules and self‑directed investor training, and the principal maintains a substantial, separate federal‑benefits education business alongside the advisory practice.
To learn more about the advisors currently working at Your Best Move Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bardstown, KY
| 22
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)