A complete list of active advisors currently associated with JMD Financial Planning Inc.

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

JMD Financial Planning Inc. works with individual and high‑net‑worth clients, offering discretionary portfolio management alongside financial planning and consulting services. The firm provides both ongoing asset management engagements and standalone financial planning work, with planning offered on an hourly basis rather than exclusively through asset‑based fees. Portfolios are constructed using equities, fixed income, mutual funds, ETFs and limited options strategies, and are tailored to each client’s objectives, time horizon and risk tolerance. The firm uses a combination of fundamental and technical analysis and operates with discretionary trading authority while permitting clients to impose written investment restrictions and receiving periodic account reviews for rebalancing and tax‑loss harvesting opportunities. Distinctive features include the combination of discretionary portfolio management for individuals and an hourly financial planning option, a service mix that is relatively uncommon among similarly situated firms. The firm’s principal also maintains an external IT consulting practice that occupies a portion of their time, and the adviser does not act as a private fund adviser.

To learn more about the advisors currently working at JMD Financial Planning Inc., 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.