Glenmore Financial, Inc.

Glenmore Financial provides fee-only, holistic financial planning and investment management to individuals and families, and operates a branded service (LifeSighted) aimed at young professionals. Services include comprehensive and project retainers, ongoing investment management, tax planning and tax return preparation, and limited-scope coaching engagements.

The firm structures individualized plans through multi-session engagements that document goals, address cash flow, tax planning, retirement and estate considerations, and recommend investment allocations that generally emphasize no-load index mutual funds, ETFs, U.S. government bonds and cash instruments. Investment management can be discretionary under a limited power of attorney, and the firm works with major custodians while expressly factoring tax considerations and risk tolerance into portfolio construction.

A distinguishing feature is the firm’s integrated tax capability: the advisors hold Enrolled Agent credentials, tax preparation is offered as a service, and one principal maintains seasonal tax-preparer employment while the firm states it has no formal affiliation with that tax preparer. Operating as a small two-advisor practice managing about $32 million for roughly 38 clients, Glenmore pairs traditional retainer and AUM-based pricing with in-house tax expertise and a focused offering for younger clients.