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

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

Everleap Financial Planning is a fee‑only registered adviser that provides comprehensive, project‑based, hourly, and ongoing financial planning services to individuals and high‑net‑worth clients. The firm delivers non‑discretionary advice and may refer clients to outside professionals for implementation, without accepting referral fees or commissions. The firm’s planning work emphasizes long‑term, passive investment strategies and portfolio construction informed by Modern Portfolio Theory, typically recommending mutual funds, ETFs, stocks, and bonds and focusing on asset allocation and diversification. Clients retain implementation control while the firm provides tailored analyses, periodic plan reviews for ongoing engagements, and ad‑hoc hourly support as needed. Distinctive features relative to many investment‑manager peers include reliance on hourly and fixed project fees rather than percentage‑of‑assets management fees, and an explicit lack of client asset management or custody (the firm reports no assets under management). As a small, recently established, fee‑only planning practice with written policies and a formal Code of Ethics, its business model differs from firms that primarily manage pooled or institutional assets and charge AUM‑based fees.

To learn more about the advisors currently working at Everleap 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.