Executive Business Financial Planning

Overview

Executive Business Financial Planning is a small, privately held advisory firm organized as a limited liability company and owned by an individual principal. The practice focuses on individual and family clients and combines fee models that include a percentage of assets under management as well as hourly, subscription and fixed-fee arrangements. Service offerings emphasize comprehensive financial planning and portfolio management across individual, small-business and institutional relationships, along with investor education through seminars and published materials. The firm also provides market-timing guidance and distributes non-traditional financial products as part of its business mix. The adviser reports an ESG investing posture, integrating environmental, social, or governance considerations into at least some client work. It maintains industry ties beyond pure advisory services, including affiliations with a broker-dealer, activity as an investment adviser in other capacities, and roles as sponsor/GP or managing member of pooled investment vehicles.

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Location & Offices