Riverbrook Wealth Planning, LLC is an independent advisory firm dedicated to providing objective, comprehensive financial advice and wealth management services. As a fee-only firm, they operate on a fiduciary basis, meaning they are legally obligated to act in their clients' best interests. Their services encompass financial planning, investment management, retirement planning, and tax strategies, aiming to help clients navigate complex financial decisions and achieve their long-term goals. The firm was founded by Dana R. Masuda, a CERTIFIED FINANCIAL PLANNER™ (CFP®), to serve individuals and families with a transparent and client-centric approach.

Founded in

United States