Overview

Pearl Planning

Information by Research TrustFinance

https://pearlplan.com/

Founded in 2018 by Melissa Joy, CFP®, Pearl Planning, LLC is a Michigan-based, fee-only Registered Investment Adviser (RIA). The firm is dedicated to helping clients "live a richer life" through personalized and comprehensive financial planning, investment management, and retirement strategies. They work with a diverse client base, including families, professionals, and retirees, focusing on long-term financial well-being.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service