Founded by Dan Breeden, CFP®, Aventurine Planning, LLC operates as a fiduciary, fee-only financial advisory firm. Its mission is to simplify the financial lives of individuals, families, and small business owners through unbiased and comprehensive financial planning and investment management. Being a Registered Investment Advisor (RIA), the firm is legally and ethically bound to act in the best interests of its clients, offering services that cover retirement planning, investment strategy, tax planning, and estate planning without earning commissions from product sales.

Founded in

United States