INLAND FINANCIAL PLANNING

Overview

Inland Financial Planning is an independent registered investment adviser structured as a limited liability company that serves individuals, families and some institutional clients. The firm combines fee-based portfolio management with financial planning and hourly advisory work, and it runs educational workshops and pension-consulting engagements alongside ongoing investment management. Inland positions itself as a provider of planning-driven asset management rather than a capital allocator that sources and manages direct private deals. Investment activity is concentrated in pooled public vehicles: mutual funds and other public funds make up the bulk of assets under management, and the firm does not identify as an active ESG investor. Inland does allocate to real estate exposure, primarily through REITs or real-estate-focused funds, and it generally relies on external managers and third-party funds for alternative exposure rather than direct private placements.

Assets & Accounts

Investments & Alternatives

Location & Offices