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Obsidian Planning Solutions

EST. AUM
$407,184,278

CONTACTS
2

CLIENT ACCOUNTS
1,395

Firm Details

Metro area Washington, DC
CRD Number 168342
Website obsidianplanning.com
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Overview

Obsidian Planning is a financial planning and wealth management firm that provides personalized solutions to help individuals and families achieve their financial goals. Specializing in retirement planning, investment management, tax strategies, and estate planning, the firm takes a holistic approach to ensure tailored advice and proactive management. With a focus on trust, integrity, and long-term relationships, Obsidian Planning empowers clients to make informed decisions and secure a prosperous future.

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Address

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

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