Our Firm

Plenaris Advisory is a financial advisory firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and families.  We are an independent firm which provides objective financial advice and services with the client's best interest at heart. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. In addition to our services, our firm works with a variety of financial services companies that would provide the appropriate product or service that meets a client's needs.