A complete list of active advisors currently associated with Aurora Financial Planning & Investment Management LLC

Warmer can help you find a great advisor at Aurora Financial Planning & Investment Management LLC or one who fits your needs even better.

Aurora Financial Planning & Investment Management LLC provides discretionary investment management and financial planning services for a mix of institutional and individual clients. The firm’s ADV describes ongoing portfolio management as well as comprehensive and project-based financial planning for individuals age 50+, single women, married couples, high‑net‑worth individuals and small business owners, and it also advises on employer retirement plans. The firm emphasizes asset-allocation-driven portfolios using index mutual funds and ETFs where appropriate, while also applying fundamental, technical and cyclical analysis when called for. Aurora employs an institutional‑grade, forward‑looking risk analytics tool to monitor portfolios, and it implements strategies through discretionary authority and model portfolios available via its custodian’s Model Marketplace. Compared with many investment managers that primarily handle pooled or institutional assets, Aurora is notable for offering individualized planning services with ongoing coaching and a behavioral‑finance element, and for billing some planning work on a project/hourly basis or via monthly retainers — arrangements that are less common among peers. It also routinely uses third‑party model portfolios and tax‑management tools provided through its custodian, and discloses that it does not trade derivatives, which shapes how it implements client portfolios.

To learn more about the advisors currently working at Aurora Financial Planning & Investment Management 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.