THE ART AND SCIENCE OF SUCCESSFUL PLANNING

Overview

The Art And Science Of Successful Planning is a small, independent registered investment adviser that serves individuals and families with a mix of financial planning, portfolio management and insurance services. The firm operates as a capital allocator — it manages discretionary equity portfolios directly while also selecting third‑party managers and advisers when clients need access to specialized strategies. Fee arrangements are flexible (percentage of AUM, hourly and fixed fees), and the firm supplements advisory work with insurance brokerage and educational seminars. Investment activity is tilted heavily toward liquid equities. The firm shows a clear preference for exchange‑traded positions—both for core exposure and for implementing tactical or tax‑sensitive moves — while using external managers for specific alternative exposures. The Art And Science Of Successful Planning is not positioned as an ESG investor and does not operate as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices