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 profiles below are a general roster; ask each advisor about location and fit.
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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