Founded in 2015, Fi Plan Partners, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm. They operate under a fiduciary standard, legally obligated to act in their clients' best interests. The firm provides comprehensive financial planning services, including investment management, retirement planning, estate planning, insurance review, and tax planning strategies. Their mission is to help individuals, families, and business owners make wise financial decisions to achieve their long-term goals.

Founded in

United States