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Minerva Planning Group

Minerva Planning Group


Minerva Planning Group's financial review

Minerva Planning Group's Revenue (Yearly)

6.3M

Employees

5


Minerva Planning Group information

Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We provide comprehensive planning and investment management services, and we also work with clients on an hourly basis.We provide clients comprehensive financial planning and wealth management. At Minerva, comprehensive financial planning is a process that starts with clarifying...
Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We provide comprehensive planning and investment management services, and we also work with clients on an hourly basis.We provide clients comprehensive financial planning and wealth management. At Minerva, comprehensive financial planning is a process that starts with clarifying client goals. Once this is complete, we develop a cash flow projection based on financial goals, resources and the investment strategy. Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement the plan and provide ongoing investment management and planning advice.

Minerva Planning Group industries

Retirement planning
Estate planning
Comprehensive financial planning
Investment management

Minerva Planning Group's financial review

Minerva Planning Group's Revenue (Yearly)

6.3M

Employees

5

Employees

Historic Window Restoration
Client Service Associate
Paraplanner

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