Planning Capital Management Corp.

EST. AUM
$313,253,709

CONTACTS
2

CLIENT ACCOUNTS
868

Firm Details

Metro area Philadelphia
CRD Number 112994
Website waverly-advisors.com
Client types

Overview

Acquired by Waverly Advisors The company recognizes that both basic and complex financial questions can arise at any moment, not just during major life milestones. To address this, the firm has developed a financial planning approach that prioritizes clients' everyday needs. They employ a “triangulation of advice,” positioning clients at the core of three complementary areas: Financial Planning, Portfolio Management, and Fiduciary Advice. The firm aims to modernize and humanize the financial planning sector by integrating the quantitative aspects of finance with the qualitative realities of life. Believing that financial planning should encompass all areas of one's financial life, they advocate for a holistic assessment to enable confident decision-making. The company sees itself as the foremost advocate for its clients, offering timely advice and simplifying complex issues into manageable and inspiring steps. They take pride in being the first point of contact for any financial matters, driven by a passion for making a positive impact on their clients' lives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Planning Capital Management Corp.

Platform Details

Investment Preferences

Alternative Activity

Address

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