Money Strategies, Inc.

Overview

Money Strategies, Inc. is organized as a corporation controlled by an individual owner and operates primarily as a financial planning practice. The firm charges fixed fees for its advisory work and lists financial planning services as its core advisory activity. It does not identify as an active ESG investor, does not present itself as a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser. The firm’s public profile provides limited detail on client segmentation, AUM, or account counts. Where it engages external managers or products, those relationships appear to be implemented as part of a fee-based planning offering rather than in the role of an allocator or fund sponsor.

Investments & Alternatives