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Our Family Helping Yours

Partnering with Clients since 1991

Impressing with Integrity, not Financial Jargon

Experience Interactive Planning

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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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What's on Our Mind

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Meet Our Team

Jim Platania, Jr.

Jim Platania, Jr., CFP®, CPA

Wealth Management Advisor

Bridget Platania

Bridget Platania, EA

Director of Operations

Caroline Holcroft

Caroline Holcroft

Client Relationship Manager

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