We are an independent fee-only investment management and financial planning firm
For over 22 years, Financial Planning Office has been helping people like you reach their financial goals. We are Certified Financial Planners® and Certified Public Accountants dedicated to putting your needs and interests first.
We are strictly fee-only. We sell no financial products and receive no commissions or third party compensation. Our only source of income is from our clients who compensate us for unbiased investment management and financial planning advice.