Financial Planning Associates

Welcome to Financial Planning Associates, LLC, a premier independent wealth management firm dedicated to providing comprehensive financial planning and investment management services to individuals, families, and business owners. Our team of experienced advisors takes a personalized approach to understanding your unique goals and objectives, crafting customized plans to unlock your door to financial independence.

Our Mission

At Financial Planning Associates, LLC, we are committed to establishing lifetime relationships with our clients, serving as their most trusted advisor in a rapidly changing financial landscape. Our mandate is to assist our clients in establishing and achieving their total financial objectives by applying a high degree of technical competence to a careful analysis of personal goals.

Who We Are

As an Independent SEC Registered Investment Advisory Firm, we pride ourselves on being a fiduciary advisory firm that always puts the client's interest first. Our team of experienced and credentialed CFP professionals (Certified Financial Planners) has combined industry experience of over 40 years, providing wealth management services to clients throughout the tri-state area and across the United States.

What We Do

Our approach to financial planning is centered around understanding your current situation, identifying your goals and aspirations, and developing a personalized plan to help you achieve financial independence. Our services include comprehensive financial planning, investment management, and wealth management, all tailored to meet your unique needs and objectives. Our advisors will work closely with you to define your current objectives and future aspirations, listening to your goals and developing a customized plan to help you unlock your door to financial independence.

Our Services

Our comprehensive financial planning services include:

• Investment management: We develop customized investment portfolios tailored to your risk tolerance, investment goals, and time horizon.
• Financial planning: We create personalized financial plans that address your current situation, goals, and aspirations.
• Wealth management: We provide comprehensive wealth management services, including estate planning, tax planning, and retirement planning.

At Financial Planning Associates, LLC, we are dedicated to helping you unlock your door to financial independence. Contact us today to schedule a free, no-obligation conversation or meeting to discuss your situation and how we can help you achieve your financial goals.