Pihl Financial Planning

Overview

Pihl Financial Planning is an independent, single-owner RIA organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a blend of percentage-of-AUM and fixed fees and does not describe itself as an ESG-focused or multi-state adviser. Investment activity is biased toward publicly traded equities delivered through exchange-traded vehicles and separate managed accounts, with planning and portfolio implementation geared to individual and family clients rather than institutional mandates. The firm’s manager allocation interest centers on equity exposure as the primary return engine, with secondary allocations into mutual funds and select alternative asset classes. Given the small scale of the business, strategies are likely customized on a per-client basis through discretionary SMAs and ETF-centric portfolios rather than large, standardized institutional funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices