Founded in 2004, Life Planning Partners, Inc. is an independent, fee-only registered investment advisory (RIA) firm. The company operates as a fiduciary, meaning it is legally and ethically bound to act in its clients' best interests. Its mission is to provide objective, holistic financial planning and wealth management services to help clients achieve their life goals, covering areas such as retirement planning, investment management, tax planning, and estate planning without selling proprietary financial products or earning commissions.

Founded in

United States