Kaplan Financial Advisors, LLC is an independent, fee-only Registered Investment Advisor (RIA) dedicated to providing personalized financial planning and wealth management. As a fiduciary, the firm is legally obligated to act in the best interests of its clients. Its services are built around helping clients achieve their long-term financial goals, including retirement planning, investment management, and estate planning, through a disciplined and evidence-based approach.

Founded in

United States