CHAMPION FINANCIAL PLANNING GROUP, LLC

Overview

Champion Financial Planning Group, LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals and small businesses. The firm runs both percentage-of-AUM and fixed-fee arrangements and positions equities as the central allocation in client portfolios. Filings identify the adviser as an active ESG investor, and ESG considerations are incorporated into portfolio construction and security selection where clients opt for those screens. Investment implementation is centered on separately managed account strategies and exchange-traded exposures that allow customization and tax management for high-net-worth clients. The firm’s advisory practice emphasizes personalized planning and portfolio-level allocation rather than running proprietary products or acting as a capital allocator to external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices