Forward Financial Planning

Overview

Forward Financial Planning is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed planning fees and concentrates its client work on individual and family relationships rather than institutional mandates. Forward Financial Planning’s filings indicate a clear preference for equity exposure; the bulk of its managed assets are held in exchange-traded securities. The firm is not registered as a multi-state adviser, does not present itself as an ESG-focused manager, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices