Custom Wealth Planners

Custom Wealth Planners is a fee-only registered investment adviser that provides wealth management, investment management, and financial planning to individuals (including high-net-worth clients), as well as charitable organizations and corporations. The firm also provides retirement plan services to employer plan sponsors, ranging from consulting and participant education to discretionary plan investment management.

The firm’s investment approach emphasizes asset allocation and modern portfolio theory implemented through a mix of passive and active strategies, with discretionary trading aligned to client goals, risk tolerance, and tax considerations. Clients can choose ongoing or project-based financial planning and may receive coordinated advice across cash flow, insurance, retirement, estate, and business planning; the firm will also construct portfolios that incorporate socially conscious (ESG) criteria when requested.

Although recently founded, the three-advisor team manages roughly $40 million in client assets and includes professionals holding a variety of advanced credentials spanning retirement income, exit planning, plan-fiduciary, and divorce-financial specialties. The combination of employer retirement-plan services, customizable values-based investing, and a formal value-refund pledge for planning deliverables are features that distinguish the firm from many peers of similar size.