Puzzle Wealth Partners is an independent Registered Investment Advisor (RIA) firm founded in 2022 by John R. Bogle, Jr. and Joseph E. Besecker. The firm's mission is to provide objective advice and customized financial solutions by putting together the various pieces of a client's financial life, including investment management, wealth planning, tax and estate strategies, and risk management. They emphasize a disciplined, long-term approach to investing and act as fiduciaries for their clients.

Founded in

United States