Founded in 2010, The Financial Planning Office, LLC is an independent financial services firm based in Melbourne, Florida. The company's mission is to provide objective, personalized financial guidance to help clients manage their wealth and achieve their long-term goals. They offer a comprehensive suite of services including wealth management, retirement planning, and insurance solutions, operating with a client-first philosophy. The firm is affiliated with LPL Financial, which serves as its broker-dealer, providing access to a wide range of financial products and technology.

Founded in

United States