Sequent Planning, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm dedicated to providing comprehensive financial life planning and wealth management services. Their mission is to help clients organize, grow, and protect their wealth through a disciplined, client-first approach. The firm offers services that encompass investment management, retirement planning, tax strategies, and estate planning, aiming to integrate all aspects of a client's financial life into a cohesive strategy.

Founded in

United States