Our Mission Statement

Plenaris Advisory is an independent financial planning firm dedicated to providing financial advisory services to individuals and families.  We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our mission is to empower you to learn to manage your own financial resources, and to protect your wealth through effective collaboration with financial professionals.  We take a comprehensive, integrative, and holistic approach to financial planning by taking into account your specific needs, short and long term goals, as well as available resources.