Why Choose Us

Asset Management & Planning is a fee-only financial planning and asset management firm dedicated to providing long-term, objective financial planning and investment management to serve our clients.

We maintain a select client base so that we can provide the kind of personal attention and service often missing from banks and brokerage houses. Being available for our clients is the cornerstone to a long-lasting trusting relationship. We encourage our clients to keep an ongoing dialogue with us regarding their finances.

Our program brings integrity to the planning process because we are compensated by the client alone, eliminating any product-driven conflicts of interest. Asset Management & Planning does not sell any products or receive any commission. There are no hidden agendas or hidden fees. All compensation is derived solely from the fees paid to us by our clients. At Asset Management & Planning, we believe that the client’s best interests should be the driving factor in a client-advisor relationship.

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