Founded in 2005 by David Platt, Platt Wealth Management is a fiduciary, fee-only wealth management firm based in Tallahassee, Florida. The company specializes in creating customized financial plans and managing investment portfolios for high-net-worth individuals, families, and business owners. Their core mission is to provide objective, unbiased financial advice, with services encompassing retirement planning, investment management, tax strategies, estate planning, and risk management.

Founded in

United States