Who We Are

financial-plan-inc-team-small

Our growing company is comprised of nine highly qualified and dedicated professionals. The size of our firm provides the coverage and expertise to provide world-class advice and service, while at the same time we are small enough to have a personal connection with everyone in the business.

Although our primary focus is upon the success of our clients, we also take an interest in the well-being of each other.  Everyone at Financial Plan is valued and respected, and we are each held to a high standard of integrity, diligence, and work ethic.

We meet often to discuss strategic business plans, investment philosophy, financial planning knowledge, market research, operational procedures and individual client situations.  This idea sharing improves the quality of our advice and service.

With all of that,  sometimes we find the time to get together just to have fun.  Financial Plan is a wonderful place to work!

Our Team

Meet the Team

Our History

Learn More

Business Relationships

Learn More

Business Relationships

Learn More