What we believe
At PlanDynamic, we believe financial independence should be our client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey. It is core to our wealth management philosophy and believe should continuously evolve.
What we do
Your personal Certified Financial Planner™ at PlanDynamic is a fee-only fiduciary that provides planning and investment management to help you build, evolve and sustain your financial independence.
How we do it
We create a goal-based plan tailored to your values and take measured steps to secure your vision.
Our dynamic, low-cost portfolios are designed for goals-based investing to build and sustain over time.
FEE-ONLY PRICING
As a fee-only fiduciary we always act in your best interests, which includes transparency and choice.