Founded in 1999, Planners is an independent Brazilian investment brokerage and financial advisory firm. The company's mission is to provide customized financial solutions to individuals, families, and businesses, focusing on wealth preservation and growth. Their services encompass wealth management, investment advisory, access to capital markets (including stocks and fixed income), investment funds, and corporate finance services like mergers and acquisitions (M&A). They pride themselves on independence, meaning they are not tied to any single large financial institution, allowing for impartial advice.

Founded in

Brazil