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Life Planning Partners Inc

EST. AUM
$311,965,766

CONTACTS

CLIENT ACCOUNTS
599

Firm Details

Metro area Jacksonville
CRD Number 129338
Website lifeplanningpartners.com
Client types

Overview

Life Planning Partners, Inc. is a Jacksonville-based, SEC-registered, fee-only investment adviser founded in 2004. It offers financial life planning, investment management, tax-aware planning, retirement and estate planning, insurance review, and business-planning support. The firm is currently focused on serving existing clients rather than accepting new clients.

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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