MINDFUL MONEY FINANCIAL COUNSEL, LLC

Overview

Mindful Money Financial Counsel, LLC is a small, individually owned advisory firm that positions itself around financial planning and investor education rather than traditional asset management. The firm operates under an hourly and fixed-fee model, delivering planning engagements and workshops. It is not structured as a capital allocator, is not described as a multi-state adviser, and does not identify as an active ESG investor. The firm’s public activity centers on advice and education, with client engagements likely project- or hourly-based instead of ongoing AUM relationships. Where investment recommendations are made, the firm appears to rely on straightforward, income- and credit-oriented exposure rather than large-scale portfolio construction in-house.

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Location & Offices