T Fenn Financial Planning

At T. Fenn Financial Planning, LLC, we are dedicated to providing an independent, integrated approach to planning for your future. Our mission is to assist individuals and families in evaluating and planning for their future, reducing risk, and achieving their financial goals. We specialize in asset allocation, retirement and education savings, trust and estate concerns, and insurance needs.

Our Services

We understand that every individual's financial situation is unique, which is why we take a holistic approach to financial planning. Our services are designed to provide personalized guidance and support to help you achieve your financial objectives. Our experienced team, led by Tom Fenn, CFP, will work closely with you to understand your goals, concerns, and values. We will then develop a tailored plan that addresses your specific needs and priorities.

Our Approach

Our approach is built on the principles of independence, integrity, and transparency. We are an hourly fee, financial planning advisor, which means we do not sell any products or receive commissions from any company. This ensures that our advice is unbiased and focused solely on your best interests. We believe in empowering our clients with the knowledge and tools they need to make informed decisions about their financial lives. Our goal is to provide you with a comprehensive plan that helps you achieve financial independence and peace of mind.

Our Values

At T. Fenn Financial Planning, LLC, we value integrity, honesty, and transparency. We are committed to providing exceptional service, building long-term relationships, and making a positive impact on our clients' lives. We believe in taking the time to listen, understand, and educate our clients, so they can make informed decisions about their financial futures.

Our Expertise

With over 35 years of experience in the financial markets, our team has the expertise and knowledge to help you navigate even the most complex financial situations. We have worked with individuals, families, and institutions, and have a deep understanding of the financial planning process. Our expertise includes asset allocation, retirement and education savings, trust and estate concerns, and insurance needs.