Asset range
Advisors for Under $250K in investable assets
Independent advisors on Valora who work with households in the under $250k range.
We don't have an advisor specifically tagged for this asset range yet, but the advisors below work with clients nationwide and can tell you if this fits.
James Conole, CFP®
Founder · Root Financial
Works with people who are within about ten years of retirement and want a clear plan for getting there.
Kevin Lum, CFP®
Foundry Financial
Host of Retirement Made Simple, focused on making retirement decisions clear and straightforward.
Eric, CFP®
The PeakFP
A CERTIFIED FINANCIAL PLANNER™ professional specializing in retirement income planning.
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