Founded by Mindy Popp, a CERTIFIED FINANCIAL PLANNER™, Lotus Fiduciary Group operates as a fee-only fiduciary, legally and ethically bound to act in their clients' best interests. The firm provides comprehensive financial planning, investment management, and retirement planning services. Their mission is to help clients build and maintain their desired lifestyle through a thoughtful, disciplined, and objective financial planning process, emphasizing long-term relationships and personalized strategies.

Founded in

United States