Founded by Kevin O'Brien, CFP®, Precision Financial Planning Services is an independent, fee-only firm based in Morristown, New Jersey. The company operates under a fiduciary standard, meaning it is legally obligated to act in the best interests of its clients. It specializes in creating comprehensive financial plans and managing investment portfolios, focusing on services such as retirement planning, investment management, and tax strategies. Their mission is to help clients achieve their financial goals through personalized, unbiased, and professional guidance without the conflicts of interest associated with commission-based sales.

Founded in

United States