TAHER FINANCIAL PLANNING

Overview

Taher Financial Planning is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with an owner-type structure designated as individual and serves a small, primarily retail client base. Its stated advisory activities emphasize personalized planning and discretionary portfolio management rather than institutional or pension consulting. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly and fixed-fee engagements. Taher Financial Planning reports a clear preference for equity exposure, with exchange-traded equities forming the dominant part of client portfolios. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external private managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices