Loomis Financial Consulting is a registered investment adviser founded by Mark Loomis, CFP®, ChFC®. The firm's mission is to help clients achieve their financial goals through personalized, fee-only financial planning and investment management services. They focus primarily on serving pre-retirees and retirees, offering comprehensive retirement planning, investment management, and general financial planning to help clients navigate their financial future with confidence. As a fee-only firm, they are compensated solely by their clients, aiming to eliminate conflicts of interest associated with commission-based products.

Founded in

United States