Carpe Diem Financial Life Planning

Overview

Carpe Diem Financial Life Planning is a sole proprietorship operating as an independent registered investment adviser focused on individual and family clients. The owner-run firm combines accounting-related services with financial planning and portfolio management for individuals and small businesses. Fee arrangements are straightforward: the firm charges hourly and fixed fees rather than asset-based or performance fees. According to its filings, Carpe Diem does not function as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices