2nd Story Wealth Planners

Overview

2nd Story Wealth Planners is an independent Registered Investment Advisor organized as a limited liability company that serves individual and family clients with a blend of financial planning, portfolio management and educational programming. The firm operates as a fee-based advisor, charging a mix of percentage of AUM, hourly fees and fixed fees, and it manages client relationships on a discretionary basis. Its stated practice shows an explicit tilt toward pooled public funds — mutual funds are the dominant vehicle — and the firm identifies as an active ESG investor, indicating environmental, social and governance criteria are applied in selection or construction of client portfolios. The advisor focuses on smaller client relationships and practical financial advice: services explicitly include comprehensive financial planning, portfolio management for individuals and small businesses, plus seminars and workshops intended to raise client financial literacy. 2nd Story Wealth Planners does not position itself as a capital allocator or pension consultant and is not structured as a multi-state adviser, suggesting a concentrated geographic or local client base and a hands-on, client-facing model.

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Investments & Alternatives

Location & Offices