Finlayson Financial Planning, Inc.

Overview

Finlayson Financial Planning, Inc. is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm charges fees as a percentage of assets under management and operates with entirely discretionary authority across its client relationships. Investment activity shows a clear preference for publicly traded equities as the primary implementation vehicle, supplemented by mutual funds and selective allocations to alternative strategies. Finlayson Financial Planning, Inc. does not position itself as an ESG specialist, nor as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices