Wholesome Financial Partners, LLC is a registered investment adviser firm founded by David Kathman. The company operates on a fee-only, fiduciary basis, meaning it is legally obligated to act in its clients' best interests and does not earn commissions from selling financial products. Its core mission is to help individuals and families align their financial decisions with their personal values, providing services that encompass comprehensive financial planning, retirement planning, and investment management.

Founded in

United States