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Cairn Financial Planning

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Washington, DC
CRD Number 326908
Website cairnfinancialplanning.com
Client types

Overview

Cairn Financial Planning, LLC is a fee-only registered investment adviser that provides comprehensive financial planning and advisory services to individuals and families. Founded in 2023, the firm focuses on helping clients achieve their long-term goals through personalized strategies covering areas such as cash flow and debt management, retirement planning, tax strategies, insurance review, estate planning, and investment analysis. Cairn operates as an independent, client-paid advisory firm without affiliations or commissions, ensuring objective guidance aligned solely with client interests.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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