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

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

The firm is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients. It provides comprehensive financial planning and discretionary portfolio management, covering areas such as cash flow and debt management, retirement and college planning, employee benefits optimization, estate planning, tax considerations, and a two‑hour DIY consultation for limited‑scope questions. The firm’s investment approach is grounded in Modern Portfolio Theory and primarily employs passive management, favoring strategic asset allocation across asset classes using mutual funds and ETFs rather than frequent individual‑stock trading. Portfolios are generally managed on a discretionary basis and the adviser integrates planning and investment management, while also offering standalone portfolio management engagements when requested. What is distinctive is the firm’s very small client roster and modest assets under management relative to peers, combined with an uncommon advisory structure that emphasizes fixed annual planning engagements alongside separately arranged portfolio management and a short, paid DIY session option. The firm also leverages modern custodial platforms (including access to Altruist’s model marketplace and Schwab custody) and discloses reliance on a single principal for portfolio management as a material operational risk.

To learn more about the advisors currently working at Forward 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.