LONG FINANCIAL PLANNING

Overview

Long Financial Planning is an independent registered investment adviser operating as a limited liability company. The firm focuses on comprehensive financial planning and discretionary portfolio management for individuals, families and small-business clients, and it supplements advisory work with educational seminars and workshops. Their mandate leans heavily toward equity exposure: exchange-traded equities are the dominant allocation across client accounts, and the firm lists a clear preference for equities in portfolio construction. Business model and fees are flexible: Long Financial Planning charges a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or project work. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an ESG-focused or multi-state adviser.

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Location & Offices