A complete list of active advisors currently associated with Canvas Retirement Planning LLC

Warmer can help you find a great advisor at Canvas Retirement Planning LLC or one who fits your needs even better.

Canvas Retirement Planning LLC provides investment management and limited-scope financial planning services for individual and high-net-worth clients, while also implementing model portfolios and managing assets through recommended outside managers and a third‑party sub‑advisor. The firm describes itself as fee‑only and delivers ongoing portfolio supervision alongside one‑time or project‑based planning engagements. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active funds, ETFs, and individual securities to match client risk tolerances and goals; when appropriate, it selects and oversees unaffiliated outside managers and a technology‑driven sub‑advisor to implement chosen models. It also offers short‑term, hourly planning engagements in addition to its ongoing AUM‑based management arrangements. Noteworthy for a firm in this category, the principal also owns an affiliated accounting practice (Canvas Tax) and acts as a tax accountant, and the advisory practice may refer clients between the two entities without receiving referral compensation. The advisor’s willingness to both recommend and supervise other advisers, to use an external model provider, and to offer hourly planning services distinguishes it from many investment‑manager firms that focus solely on pooled or institutional mandates.

To learn more about the advisors currently working at Canvas Retirement Planning 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.