Favored Financial Planning

Overview

Favored Financial Planning is an independent, individually owned RIA that focuses on fee-for-service financial planning and discretionary portfolio management for individuals and small businesses. The firm uses a fixed-fee billing model and reports a client base made up primarily of individual and family clients. Its advisory scope centers on personal financial planning and investment management rather than institutional pension consulting or multi-state advisory activity. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices