Broker Check

Our Family Helping Yours

Partnering with Clients since 1991

Impressing with Integrity, not Financial Jargon

Experience Interactive Planning

Become a Client

Download our Retirement Guide

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.

What's on Our Mind

Here's the latest: 

Click Here

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

Contact Us

Thank you! Oops!