Founded in 1986, Financial Dimensions, Inc. is an independent, fee-only registered investment advisory firm. The company specializes in providing comprehensive financial planning and wealth management services to individuals, families, and business owners. Their mission is to help clients build, preserve, and pass on their assets by creating personalized financial strategies that encompass investment management, retirement planning, estate planning, and insurance analysis. As a fee-only firm, they are compensated solely by their clients, which aims to align their interests and provide objective advice.

Founded in

United States