DEMERS FINANCIAL PLANNING

Overview

Demers Financial Planning is a single-owner independent registered investment advisor operating as a sole proprietorship and focused on individual and family clients. The firm provides financial planning and discretionary portfolio management tailored to individuals and small businesses. Its advisory model combines percentage-of-AUM billing with the option for fixed fees, and it does not present itself as a capital allocator or pension consultant. Investment activity is centered on liquid public markets: the adviser shows a clear preference for exchange-traded equities and uses mutual funds as complementary building blocks. The firm does not list ESG as an active investing focus and is not registered as a multi-state adviser. All discretionary authority reported by the firm indicates the team manages client portfolios on an active basis within the stated mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices