BADDISH SHAPIRO FINANCIAL PLANNING GROUP

Overview

Baddish Shapiro Financial Planning Group operates as a small, privately owned corporate practice focused on financial planning and accounting services. The firm’s reported activities list accounting as a core business function and financial planning as its advisory service, which suggests its work centers on creating plans and delivering tax-related or bookkeeping support rather than running discretionary investment portfolios. The firm's owner type is listed as individual, and it is classified as a non-capital allocator, indicating it does not act as a primary source of capital deployment for client portfolios. The firm’s regulatory and market footprint is limited: fee structure is described as “Other,” it is not identified as an active ESG investor, and it is not designated a multi-state adviser or pension consultant. Given those attributes, Baddish Shapiro appears to function chiefly as a local adviser and accounting resource that likely recommends implementation steps and external custodians or broker-dealers for clients who need execution of investment strategies.

Assets & Accounts

Location & Offices