Ensourceful, Inc.

Overview

Ensourceful, Inc. is a privately held corporation controlled by an individual owner that provides financial planning services on an hourly-fee basis. The firm’s business model centers on advice and planning rather than traditional AUM-driven wealth management; it does not identify as an institutional capital allocator and is not registered as a multi-state adviser. Ensourceful reports that it does not position itself as an active ESG investor, and it does not list pension consulting or related-adviser activities among its services.

Investments & Alternatives