Winding Trail Financial Planning, LLC is a registered investment adviser founded by Kevin Jones, CFP®. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties for product sales. As a fiduciary, the company is legally obligated to act in its clients' best interests. Its mission is to create comprehensive financial roadmaps to help clients secure their financial future through services including retirement planning, investment management, tax planning, and estate planning.

Founded in

United States