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VerifiedFinancial Services· Founded 2018

Java Wealth Planning, Llc

Java Wealth Planning is a flat fee-only financial planning and investment management firm, based in Lee’s Summit Missouri. I focus on Gen X & Millennial families and the many issues our generations face, with a specialization in equity compensation planning for IT professionals. The Java Wealth Planning process incorporates several technology tools and agile software development practices to create an efficient and convenient experience for the client.

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HeadquartersLees Summit, United StatesEmployees2(1 to 10)Founded year2018Websitejavawealth.comLinkedIn profileLinkedIn

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