Founded in 1986 by Jeff Cole, Cole Financial Planning & Wealth Management, Inc. is an independent, fee-only advisory firm that provides comprehensive financial planning and investment management services. The firm's mission is to help clients clarify their financial goals, create a strategic plan to achieve them, and manage their investments with a disciplined, long-term approach. They emphasize building lasting relationships with clients based on trust and integrity, operating under a fiduciary standard to always act in their clients' best interests.

Founded in

United States