A complete list of active advisors currently associated with Tailored Financial Planning
Warmer can help you find a great advisor at Tailored Financial Planning or one who fits your needs even better.
Tailored Financial Planning is a fee-only independent advisory firm that provides investment management, financial planning (ongoing and project-based), retirement plan consulting, and educational seminars or speaking engagements to individuals, employer plan sponsors, charitable organizations, and businesses. The firm offers discretionary portfolio management and implements written financial plans tailored to clients’ goals and circumstances. The adviser emphasizes asset allocation and a blend of passive and active strategies informed by modern portfolio theory, and may use outside managers or Betterment for Advisors to implement models for clients. Clients receive written plans and periodic reviews, and the firm accommodates client-imposed investment restrictions and values-based (ESG) preferences when requested. Relatively uncommon for a solo independent adviser, the firm explicitly offers retirement plan consulting for pension and profit‑sharing plans and conducts educational seminars and speaking engagements as part of its services. The firm’s principal holds CFP® credentials and has prior experience as a director of investments at a university foundation, and the firm manages about $15.5 million in discretionary assets, reflecting a small scale that supports hands-on plan consulting and client education.
To learn more about the advisors currently working at Tailored 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.
Name |
Location |
Years of experience |
|---|---|---|
Eugene, OR
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")