Core Financial Planning

Overview

Core Financial Planning is an independent, Michigan-registered limited liability company that provides fee-based financial planning primarily to individuals and families. The firm is owned by an individual and operates as a capital allocator, which indicates it places client capital with outside managers rather than running large in-house strategies. Its advisory offering centers on comprehensive financial planning and selecting other advisers or managers on clients’ behalf. The firm identifies as a non-ESG-focused adviser and operates solely within its home state rather than as a multi-state practice.

Assets & Accounts

Investments & Alternatives

Location & Offices