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Leading with Integrity

A Family-run Business that Partners with Our Clients

Impressing with Integrity, not Financial Jargon

Experience Interactive Planning

Onboarding Process

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As CFP® and AIF® professionals, Jim Sr. and Jim Jr. bring several decades of experience to our clients. By taking a practical, no-nonsense approach to financial planning and asset management, we provide clients with the education and guidance to confidently pursue their most cherished goals.

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Meet Our Team

Jim Platania

Jim Platania, CFP®, AIF®

President | Certified Financial Plannerâ„¢

Jim Platania, Jr.

Jim Platania, Jr., CFP®, CPA, AIF®

Certified Financial Plannerâ„¢

Bridget Platania

Bridget Platania, EA

Director of Operations

Caroline Holcroft

Caroline Holcroft

Client Relationship Manager

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