Asset Planning, Inc. is an employee-owned, fee-only registered investment advisory firm founded in 1998. From the beginning, our mission has been simple: to provide personalized financial guidance that supports our clients' overall health, wealth, and well-being.

As fiduciaries, we have a legal and ethical obligation to put your interests above everything else. This means our advice is always objective, transparent, and tailored to your unique goals—free from commissions, sales incentives, or outside pressures. Acting as your fiduciary partner, we are committed to clarity, accountability, and trust at every step of the journey.

We believe that financial planning is about more than just numbers; it’s about helping you live the life you envision, with confidence and peace of mind. Our team is passionate about building long-term relationships and delivering thoughtful, transparent advice tailored to your goals.

Being employee-owned means we’re personally invested in your success. Our independence allows us to provide truly objective recommendations, free from commissions or sales incentives.

Whether you’re planning for retirement, navigating life changes, or looking for a trusted partner to manage your investments, we’re here for you—with expertise, care, and a genuine commitment to your future.