About Us

Planning the Sensible Way

The professionals who prepare your financial plan will deliver it to you. We believe that you get more out of the plan when you can meet with and ask questions of those who understand it best – those who designed and wrote the plan, and those who did the supporting analysis.

About Sensible Financial

Your Sensible Financial team offers guidance for everyday financial decision-making and long-term planning, delivering peace of mind that allows you to relax. Working with Sensible means you can be confident your advisors are using the latest in peer-reviewed, data-driven research to help make decisions in your best interest. 

Sensible takes a Whole Life approach to financial planning. What is Whole Life? The Sensible team creates a comprehensive plan that takes your assets, hopes, and dreams into account. It’s not just portfolio management, or investments, or retirement, or saving money for college or a vacation home — it’s everything.

Sensible Financial is an independent, fee-only financial planning firm. Sensible and its advisors do not receive commissions on products we show you. Our financial advisors are fiduciaries, acting in your best interest.

This is your life, your assets, and your plans — no one else’s. We take the time to get to know our clients. Talk to us about your dreams and ambitions and your hopes for your family’s future. Based on those conversations and deep analysis of your accounts, investment portfolio, spending habits, and career paths, we create a financial plan tailored to your needs. That so many people trust us to advise them about such important issues is a great honor.

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Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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