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Comprehensive Planning Partners, LLC

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website planningpartnersllc.com
Client types

Overview

Comprehensive Planning Partners, LLC is an independent financial services firm led by R. Brian Raab, who has served as a wealth manager for nearly 29 years. The firm provides objective financial advice and investment management to young professionals, growing families, retirees, and business owners, taking a multi-disciplinary approach that integrates business and personal financial goals. The firm emphasizes individualized service built on long-term client relationships rather than a mass-marketing model.

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Investment Preferences

Alternative Activity

Address

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

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