Loft Advisors, LLC is an SEC-registered investment adviser that operates as a fee-only, fiduciary financial planning firm. Founded by John Loft, a Certified Financial Planner (CFP®), the company's mission is to guide clients toward an "intentional life" by aligning their financial decisions with their personal values. They provide comprehensive services including personalized financial planning, ongoing investment management, and retirement planning. Their fiduciary status means they are legally obligated to act in their clients' best interests.

Founded in

United States