PDS Planning

Our Mission

At PDS, we believe that financial planning should be a personalized and tailored approach to help you achieve your unique goals. Our mission is to provide sound advice that considers your specific circumstances, and to build strong relationships with our clients. We strive to make complex financial decisions transparent and understandable, while always keeping your best interests at heart.

Our Approach

Our approach to financial planning is centered around your unique financial goals and how we can help you accomplish your vision for the future. We take the time to understand your specific financial goals and the personal impact they have in your life. We then research and consider multiple options to build a customized financial plan that is tailored to your needs.

Services

We offer a range of services to cater to your individual needs, including:

• Portfolio Management: We serve as your Outsourced CIO, providing professional investment management and back-office support under a flat, fee-only structure.
• Wealth Management: Our typical clients will have $1 - $10 million of investment assets, and we believe that a flat fee schedule eliminates many of the conflicts that traditional advisors face.
• Advanced Planning: We serve as your Personal CFO, helping to preserve, grow, and transfer your wealth.

Why Choose PDS

At PDS, we believe that every financial decision should balance immediate and future financial outcomes, guiding you towards your objectives. We offer a unique approach to financial planning that considers your specific circumstances, and we strive to make complex financial decisions transparent and understandable.

What Sets Us Apart

We stand out from other financial planners by our commitment to transparency, our comprehensive approach to financial planning, and our dedication to building strong relationships with our clients. Our approach is based on your unique goals and circumstances, and we take the time to understand your specific needs.

Get Started

At PDS, we keep our process straightforward, so we can focus on building your wealth. Our process involves a conversation to get to know you and your goals, outlining the financial services we offer, and creating a personalized financial plan tailored to your unique needs.