Founded in 1982, Planning Alternatives, LTD. is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping clients achieve financial well-being. The firm offers a holistic approach to wealth management, integrating personalized financial planning with disciplined investment management. They serve high-net-worth individuals, families, foundations, and endowments, focusing on creating customized strategies to meet long-term financial goals.

Founded in

United States