Touchstone Financial Planning

Overview

Touchstone Financial Planning is a one-person, sole-proprietorship advisory practice that provides fee-for-service financial planning. The firm is described as an individual-owned business focused on delivering planning work on an hourly basis rather than acting as a traditional asset manager or capital allocator. Its recorded advisory activity is limited to financial planning services; the firm is not identified as an active ESG investor, pension consultant, or related adviser, and it does not operate as a multi-state adviser according to the available record.

Assets & Accounts

Location & Offices