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Travis Maus Earns Certified Exit Planning Advisor Designation

Travis Maus Earns Certified Exit Planning Advisor Designation

Binghamton, Syracuse, NY- January 25, 2021 – S.E.E.D. Planning Group is proud to announce Travis Maus, Managing Partner and Wealth Manager has recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI). EPI’s...

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S.E.E.D. Planning Group Hires Dave Nirchi

S.E.E.D. Planning Group Hires Dave Nirchi

Binghamton, Syracuse, NY- January 4, 2021 – S.E.E.D. Planning Group is proud to announce they have hired Dave Nirchi as V.P. of Strategic Planning and Operations. In his role, he coordinates the day-to-day operations across the organization and implements strategic...

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S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB

S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB

Binghamton, NY- December 15, 2020 – S.E.E.D. Planning Group, L.L.C. (S.E.E.D.) is proud to announce they have been recognized for their business continuity during the COVID-19 pandemic by Charles Schwab. With thousands of Registered Investment Advisory firms utilizing...

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DISCLOSURE

S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.

Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.

If you have any questions regarding Compliance and Regulatory information contact us.