We help people look at money differently

Planning For Your Future

Planning For Your Retirement

Planning For Your Legacy

Why S.E.E.D.?

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

Sprout is for you if you are:

Getting started
Building your future
Organizing and prioritizing your financial life
Wanting objective advice with no sales

This is me

Core is for you if you are:

Preparing for retirement
In retirement
Organizing and managing what you’ve accumulated
Wanting to know if you’re on track
Wanting objective advice with no sales

This is me

Wealth Management is for you if you are:

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

This is me