Minerva Planning Group
Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We provide comprehensive planning and investment management services, and we also work with clients on an hourly basis. We provide clients comprehensive financial planning and wealth management. At Minerva, comprehensive financial planning is a process that starts with clarifying client goals. Once this is complete, we develop a cash flow projection based on financial goals, resources and the investment strategy. Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement the plan and provide ongoing investment management and planning advice.
7-day free trial · no credit card
Verified contacts
1
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
1
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 1 verified contacts at Minerva Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
1 contacts with verified email or phone · masked until revealed.
Showing 1 of 1 verified contacts
Top roles at Minerva Planning Group
1 distinct titles indexed · top 1 shown.
- 1owner
Sign up to unlock all 1 contacts at Minerva Planning Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 1 verified contacts at Minerva Planning Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.