STRATEGIC FINANCIAL PLANNING, INC.

Overview

Strategic Financial Planning, Inc. is a small, privately owned advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm’s practice centers on equity-oriented portfolios delivered through discretionary account management, with a fee model that combines a percentage of assets under management and hourly charges for planning work. It does not position itself as an ESG-driven adviser, and it is not registered as a multi-state or pension consultant adviser. The firm reports an owner-type of individual and operates with a compact client footprint and a concentrated asset base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices