Julien Planning, LLC is a registered investment adviser that provides comprehensive, fee-only financial planning and investment management services. The firm's mission is to help clients achieve financial independence and live fulfilling lives by creating financial plans that are aligned with their personal values and goals. Founded by Ryan Julien, the company operates on a fiduciary basis, meaning it is legally obligated to act in its clients' best interests. They specialize in serving clients virtually across the United States, focusing on long-term partnerships and personalized financial advice.

Founded in

United States