Healthyfp

Overview

Healthyfp operates as a small, independent registered investment adviser focused on individuals and families. The firm combines fee-based financial planning and portfolio management with educational workshops, positioning itself more as a financial planning practice than a large discretionary asset manager. Service delivery leans toward hourly and fixed-fee engagements, and the firm reports an active interest in ESG investing, which it incorporates into its equity allocations and client guidance. Given the firm’s size and client base, its investment approach appears personalized and hands-on. Advisory services include portfolio construction for individuals and small businesses, financial planning, and education—suggesting client relationships center on planning and implementation rather than scale-driven institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices