Overview

Moonshot Financial Planning

Information by Research TrustFinance

https://www.moonshotplanning.com/

Moonshot Financial Planning, LLC is a Registered Investment Adviser (RIA) founded to provide transparent, unbiased financial advice. The firm operates on a fee-only basis, meaning it is compensated solely by clients and not through commissions, which aligns with its fiduciary duty to act in their clients' best interests. They specialize in comprehensive financial planning, including investment management, retirement planning, and equity compensation strategies, with a particular focus on serving tech professionals and young families virtually nationwide.

Founded in
Netherlands

Netherlands


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service