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

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

Altitude Financial Planning provides fee-only financial planning and investment advisory services primarily to individual clients and also serves trusts, estates, charitable organizations and business entities. The firm does not impose a minimum asset requirement and additionally prepares income tax returns and offers small-business accounting consultation and non-financial administrative services. The firm’s investment advice emphasizes modern portfolio theory, strategic asset allocation and passive, low-cost index mutual funds and ETFs with a long-term buy-and-hold orientation, and recommendations are tailored to clients’ goals, risk tolerance and tax considerations. Engagements are delivered on an hourly, fixed-fee or ongoing retainer basis; the firm does not charge asset-based or performance-based fees and does not accept discretionary trading authority. Altitude is organized as a licensed CPA partnership and includes tax professionals, with tax preparation and accounting consulting comprising the majority of its practice (roughly 60% and 20% respectively, with financial planning around 5%). The firm also offers group educational workshops and discloses procedures to manage potential conflicts when providing both tax/accounting services and financial planning to the same client.

To learn more about the advisors currently working at Altitude 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.