Minerva Wealth Planning is a boutique firm dedicated to providing comprehensive and objective financial advice. As a fee-only fiduciary, the company is committed to acting in the best interests of its clients, offering services that integrate investment management, retirement planning, tax strategies, and estate planning. The firm was founded by Evan T. Beach, CFP®, AWMA®, with a mission to deliver personalized financial roadmaps that help clients achieve their long-term goals and financial independence.

Founded in

United States