Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Direct booking

firm logo

Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Top 30 financial advisors of 120 near 21742

Out of 400,000+ nationwide

firm logo

Amy S

Series 66

Waynesboro, PA

Edward Jones

General estate planning guidance Wealth management General retirement planning
firm logo

Brian Y

CFP®, ChFC®, Series 66

Williamsport, MD

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning LGBTQIA
firm logo

Marissa C

CFP®, Series 63, Series 66

Waynesboro, PA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
firm logo

Tyler H

Series 66

Boonsboro, MD

Edward Jones

General estate planning guidance Wealth management General retirement planning
firm logo

Robert C

Series 66

Waynesboro, PA

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing
firm logo

Shaun B

Series 66

Greencastle, PA

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families
firm logo

Barry R

Series 66

Waynesboro, PA

Edward Jones

Retirement income strategy Wealth management ESG / Sustainable investing
firm logo

Valerie W

Series 66

Hagerstown, MD

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Women Professionals
firm logo

Ashton V

Series 66

Hagerstown, MD

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)
firm logo

Derek H

CFP®, Series 63, Series 66

Martinsburg, WV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")