Kaplan Financial Consulting Group, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm registered with the U.S. Securities and Exchange Commission (SEC). They operate under a strict fiduciary standard, meaning they are legally obligated to act in their clients' best interests at all times. The firm provides comprehensive financial planning, investment management, wealth management, retirement planning, and estate planning services primarily to individuals, families, and business owners. Their stated mission is to offer objective, unbiased financial advice to help clients achieve their long-term financial goals.

Founded in

United States