Mappa Wealth Management is a fee-only financial advisory firm that positions itself as a guide for clients' financial journeys. Their core philosophy is that a financial plan should act as a "map" for the future, helping clients navigate life's transitions and achieve their long-term goals. The firm specializes in comprehensive financial planning, investment management, retirement planning, and estate planning, emphasizing a personalized and client-centric approach to building and preserving wealth.

Founded in

United States