Longitude Financial Planning
A fee-only fiduciary, offering financial planning, low-cost portfolio management, education and coaching included with membership, and business consulting on a project basis. No minimums, because everyone deserves access to financial planning, irrespective of income or investment account value. No sales, because a sales incentive can lead to recommendations that are less than fully aligned with client interests. Low-cost, because this firm has been designed to leverage digital technologies, lowering overhead while providing high quality service.
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1 to 10 range
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organic / mo
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Top roles at Longitude Financial Planning
1 distinct titles indexed · top 1 shown.
- 1managing director
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