Direct booking

firm logo

Aaron K

CFP®

Overland Park, KS

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 146 near 46350

Out of 400,000+ nationwide

firm logo

Alec R

Series 66

La Porte, IN

Edward Jones

Business ownership considerations Family Business Business succession planning General estate planning guidance Wealth management Founder/Business Owner Hispanic/Latino/Latinx
firm logo

Jeff J

Series 63, Series 65

Merrillville, IN

Merrill

Jeff Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2002. He specializes in assisting clients with managing their individual wealth through various market cycles, focusing on comprehensive wealth management strategies tailored to clients' specific goals. Jeff's practice areas include college education planning, retirement planning, investment consulting for defined contribution plans, and socially responsible investing. Jeff holds a Bachelor's Degree from Northern Arizona University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes on multiple occasions, including listings in "America's Top Next-Generation Wealth Advisors" and "Best in State Wealth Advisors." Outside of his professional work, Jeff enjoys participating in sports such as football, golf, skiing, and tennis. He also spends time traveling with his wife, Jennifer, and values family time.

Wealth management Passive / index investing ESG / Sustainable investing General retirement planning Retirement income strategy LGBTQIA Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
firm logo

Eric I

ChFC®, Series 66

Chesterton, IN

Edward Jones

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning
firm logo

Robert B

Series 66

Valparaiso, IN

Edward Jones

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Intergenerational Families
firm logo

Sarah B

CFP®, Series 66

La Porte, IN

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Wealth management Founder/Business Owner
firm logo

Kendall S

Series 66

La Porte, IN

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
firm logo

Julia K

CFP®, Series 66

Westville, IN

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance
firm logo

Jonathan S

Series 63, Series 66

Estero, FL

Edward Jones

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Wealth management
firm logo

Brock L

CFP®, ChFC®, Series 66

Valparaiso, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
firm logo

Robert B

Series 66

Valparaiso, IN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Military & Veterans Educators, Teachers, and Academics 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")