We help people look at money differently
Planning For Your Future
Planning For Your Retirement
Planning For Your Legacy
Your Personal Wealth Advocate
No commissions, No minimums, No Proprietary Products – Fiduciary Advice
Fee-only Financial Planning & Investment Fiduciary
100% Locally Owned
Investment Advice You Can Understand
Planning for every stage of life
No Cost for First Appointment
We believe everyone should have access to high-quality financial planning regardless of how much money you have. Our goal is to empower you to live your best life and help you achieve your own unique definition of financial success. We are a fiduciary, and we put your best interests first. Our financial planning costs are fully disclosed, transparent, and easy to understand.
At S.E.E.D. we take a team approach that provides access Accredited Investment Fiduciary® professionals, a Charted Retired Planning Counselor (CRPC®), Certified Portfolio Manager (CPM®) and Business Consultants.
As your wealth planning partner, S.E.E.D. helps to coordinate all your financial planning, investment management, tax planning, and estate planning needs to provide you with the all-encompassing S.E.E.D. Planning Group experience.
Who We Serve
- Seeking an all-inclusive program that coordinates income, investments, estate, & tax planning for over $1 million in investable assets
- Wanting objective advice with no sales
- In need of development coaching
- Interested in investment stewardship guidance
- Looking for advice from fundraising professionals
- Creating a sustainable future through legacy gift planning
- Investment Stewardship Assessment and Guidance