Circle Financial Planning, Inc. is a Minnesota-based, fee-only financial planning firm that operates as a fiduciary for its clients. The company specializes in creating comprehensive, long-term financial plans covering areas such as retirement, investment management, tax strategies, and estate planning. They focus on providing personalized advice to individuals, families, and small business owners, emphasizing a client-centric approach without earning commissions on product sales to avoid conflicts of interest.

Founded in

United States