Meet the Team
Strategies designed
financial planning service
What we Offer
Why do Financial Planning?
Serviced by Certified Financial Planners
Want to live a stress-free life? Don’t want to worry about financing your children’s education or daughter’s wedding or even your retirement? The right financial plan can help you lead a financially independent life.
Our mission is to help people in need improve their
financial lives by expanding access to pro bono financial planning.
We envision a future in which all people can benefit from quality financial advice.
Invest With a Financial Advisor
Support from the profession is critical to growing the reach and impact of pro bono financial planning.
A Personal Touch
Your Financial Advisor will get to know you and understand your unique circumstance. They will answer your questions, address your concerns, make sure you understand your investments and provide an appropriate asset allocation.
Professionals Working for You
Our experienced Financial Advisors are trained through the Citi | Wharton advanced wealth management program and are conveniently located in a branch near you or available by phone.
Planning for Your Future
A Financial Advisor can help you plan for big moments in your life like retirement and education. For clients with more complex needs and higher levels of wealth, Financial Advisors can help plan for much more, including asset protection, trusts, and wealth transfers.