Overview

Traverse Planning is a fee-based firm (soon to be fee-only) doing comprehensive financial planning. We are part of a larger RIA (aggregator) but run our practice independently.

The principal is a CFP and has a background in accounting, so tax-strategic planning is a heavy focus and we take our fiduciary obligation very seriously. W

We are looking to continue expanding by acquiring practices of advisors looking to retire/transition out over the next few years (or immediately), while ensuring the clients they worked so hard to serve over the years are in good hands and will continue to receive incredible service and advice.

Market
Advisor/RIA
Last Activity
this month

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