Our Advisors

I work with pre-retiree couples to help them successfully transition to a life in retirement confident that they will always be able to afford their chosen lifestyle. I am an expert in Social Security and retirement income planning and perform “tax-aware” planning to save you money at every opportunity.

Peter Amling is an Investment Advisor and founder at Amling Investments LLC in Chicago, IL and has over 10 years of experience in the finance industry. Peter Amling has taken additional exams to become a Certified Financial Planner (CFP®).

Sensible Portfolios offers a family of six low-cost model portfolios ranging from ultra conservative to the ultra aggressive. Our models are built using mutual funds managed by Dimensional Fund Advisors. We have 20 year strong commitment to keep fees and expenses low.

WealthShape was built on the belief that investment advice should rely on long term, proven academic evidence and everyone should have access to it. We engineer advanced, institutional grade portfolios and responsibly deliver our services at a low cost to investors from all walks of life.

Dr. Bennett holds a PhD in Economics, a MS in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He helps individuals align their financial decisions with their personal values. By helping clients understand how their biases affect their decisions he ensures that their money serves their life’s goals.

Jeff Bernier has been a financial services professional since 1986. He oversees the firm’s investment research and portfolio management team and develops its overall investment strategy. He also works directly with clients, helping them evaluate the opportunities, benefits, costs, and tradeoffs of their financial and life choices.

I am a CFA charterholder and CFP® practitioner. I have 10 years of experience. I have a Master's degree in economics from the University of Texas at Austin. I charge between .30% and 0.50% of assets under management or $125 per hour for do-it-yourself clients.

STEVEN BLUM has been teaching at Wharton for over 20 years. He holds the degrees Masters of Laws, Juris Doctor and EdM from Harvard. Steve maintains a practice of law and an RIA. Steve's firm adheres to this guiding principle: every action is motivated solely by the client's best interests.

Katie Brewer, CFP® is a financial coach to professionals of Gen X & Y. She has accumulated over 10 years of experience working with clients and their money. Katie has been quoted in The New York Times, Forbes, and Real Simple and she regularly writes about financial planning topics.

I am a Certified Financial Planner professional who has worked with clients for over 10 years.  Our mission is to help you achieve your goals, by using low cost index funds to develop a long term strategy that is diversified and gives you what the markets offer.

As a partner at Conrad Siegel Investment Advisors, Inc., Tracy works with clients nationally and is upheld to the fiduciary responsibility while specializing in investment management and comprehensive financial planning. Tracy has earned the financial industry’s top credentials as a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC).

With extensive experience managing multi-billion dollar portfolios for some of the world's largest private/public pension plans, including equity index funds for Barclays Global Investors, Jason now provides that institutional-level service to his clients. He has earned the CFA designation, he is a CFP® professional, and is a member of NAPFA.

Our firm is an expert in the knowledge and application of the Federal Retirement and Benefit systems. I have been an active instructor in teaching Federal agencies employees Pre Retirement Seminars for over 16 years.

William Carrington is a certified financial planner and retirement management analyst. He is a fee-only, fiduciary advisor and NAPFA-registered.

Duties include portfolio management and diversification services for high net worth individuals to meet complex needs. Received a BA in English from University of California, Berkeley in 1989 and an MBA with Honors, Finance Emphasis, from St. Mary’s College of California in 1999.  Started with Morgan Stanley in 1994.

Focus Wealth Management is a fee-only RIA based in Northern Virginia offering comprehensive investment management and financial planning.  I am part of a team of multi-credentialed advisors who bring a wealth of professional insight to your financial decision-making process.  We promise our clients sound advice and uncommon service.

After graduating with an MBA from Columbia University in 1982, I have had a varied career in strategic planning, corporate finance and for the past 17 years in wealth management. The latter is the most rewarding as smart and low-cost advice has greatly improved the financial lives of my clients.

ColeFP works with people from all walks of life providing commission free, financial planning and investment advice. Scott is the financial expert featured on Money Matters for the Birmingham, NBC affiliate and teaches as an adjunct at the University of Alabama in Retirement Planning and Employee Benefits.

Paul Collinson is an independent fee-only financial planner in Arlington, VA. Paul earned the designation Certified Financial Planner™ and is the Founder of Legacy Planning Advisors, LLC. As a member of the Garrett Planning Network, Legacy Planning Advisors, LLC offers Fee-Only financial advice and planning on an hourly as-needed basis.

I am a Certified Financial Planner advisor based in the San Francisco bay area. I have a law degree from Harvard Law School and 20 years of experience in corporate law (with Shearman and Sterling) and investment banking (with Goldman Sachs). My focus is financial planning for mid career professionals.

Costello Financial Planning is a fee-only financial planning firm serving the Ann Arbor, MI and Chicago, IL area. Costello Financial Planning specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life’s transitions.

Pat Cote is the founder of AssetGrade, a fee-only RIA specializing in helping HENRYs (High Earners, Not Rich Yet).  Pat was an executive at Fidelity Investments for 10 years and a consultant at Bain & Company. Pat is both a CFA® and a CFP® and has an MBA from the Wharton School at UPENN.

As a fee-only, fiduciary level advisor, I'm a passionate advocate for my client's financial well-being. I hold an honors MBA from Webster University, and a graduate certificate in personal financial planning from UC Irvine. Becoming a CFP professional in 2002, I am also a tax specialist and NAPFA-Registered Financial Advisor.

Nobody will care more about your finances than me, except maybe someone with your last name. At Hemington, we are fee-only fiduciaries who begin client relationships with a 2-meeting discovery process and detailed financial plan before making investment recommendations. Our philosophy is to focus on the things we can control.

We are a client focused, FEE-ONLY planning firm. Our goal is to work with those that value a true comprehensive engagement with an advisor. We are both Certified Financial Planners (CFP) as well as Enrolled Agents (EA) with the Internal Revenue Service.