Our Story

Why was S.E.E.D. created?

We believe everyone should have access to high-quality financial planning regardless of how much money they 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.

We believe our clients deserve a different experience working with a financial professional. We don’t think commissions or sales should be the driver of solutions. People pay is for advice – that’s it. We are not compensated or paid by anyone other than our clients – no fund companies, third party investment firms, or anyone else, just you.

What does S.E.E.D. stand for?

The mnemonic — S.E.E.D. — reflects the values of our company: Stimulating environment, Ethical standards, Exceptional in meeting and exceeding high standards, and Duty as a fiduciary.

Who are the people that work for S.E.E.D?

We have a diverse group of individuals that collectively make one incredible team. We’re extremely biased, but we believe we have the best people. For a list of our team, please visit www.seedpg.com/people

Who are our typical clients?

Those who share similar values of respect and integrity and appreciate hard work and doing the right thing. Money is not a qualifier or the reason we work with someone. No matter where you are in your financial planning journey – we can help. We have financial planning programs for clients at every level and multiple entryways to getting started with our team. We offer a no-cost, no-obligation first discovery meeting to learn if planning is appropriate and at what level.

To schedule your first meeting with one of our awesome planners, please visit www.seedpg.com/contact

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.