Financial Independence Planning, LLC Employee Directory

Q: What is Financial Independence Planning, LLC known for?

Financial Independence Planning, LLC was founded in 1995. Financial Independence Planning, LLC operates in the Financial Services industry.

Financial ServicesPennsylvania, United States11-50 Employees

For 30 years, Financial Independence Planning, LLC™ (FIP) has helped individuals, families, and businesses achieve financial independence through personalized wealth management and strategic planning. Whether managing small estates or multi-generational wealth, our team-based approach ensures expert guidance and exceptional client service.

As a premier financial planning firm in the Tri-State area, we’ve built lasting relationships through client referrals, educational seminars, and engaging events. Many clients have trusted us since our early years, and we continue to support their families’ financial futures.

The advisors at FIP are seasoned professionals who use the Financial Independence Planning Process® -- a unique 8-step system. It is arranged to help ensure that the components of your assets, income, and expenses are organized in a structured, logical, and customized Financial Independence Plan®.

We collaborate with in-house CPAs, estate attorneys, and your trusted professionals to create a comprehensive financial strategy. Our dedicated client service team ensures a seamless, high-quality experience.

1495 Alan Wood Road, Suite 100, Conshohocken, PA 19428
610-825-5521 | www.myfipadvisor.com

Securities offered through Cetera Wealth Services LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services also offered through Cetera Investment Advisers LLC, an SEC Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.

Find Financial Independence Planning, LLC employees' phone numbers or email addresses

Financial Independence Planning, LLC Global Highlights

North America
48

United States Of America
48

Financial Independence Planning, LLC's Leadership

H. E. K.
Ceo And Senior Financial Advisor, Financial Independence Planning, Llc
Mobile Phone
Email
H. E. K. C. C. C.
Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc
Mobile Phone
Email
M. D.
Chief Executive Officer
Mobile Phone
Email
M. G.
President
Mobile Phone
Email
D. T.
Head Of Client Services
Mobile Phone
Email
E. M. M.
Co-Founder And Managing Partner
Mobile Phone
Email
G. K.
Partner
Mobile Phone
Email
K. S.
Owner
Mobile Phone
Email

Financial Independence Planning, LLC Employee Metrics

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50%

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2026

2025

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Human Resources
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Administrative
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Contact profiles from Financial Independence Planning, LLC

Name

Title

Contact Info

Location

Last Update

H. E. K.
Ceo And Senior Financial Advisor, Financial Independence Planning, Llc
Mobile Phone
Email
Jan 02, 2024
E. M. M.
Co-Founder And Managing Partner
Mobile Phone
Email
United StatesPennsylvania
Jul 22, 2025
G. K.
Partner
Mobile Phone
Email
Oct 23, 2024
H. E. K. C. C. C.
Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc
Mobile Phone
Email
Feb 12, 2026
K. S.
Owner
Mobile Phone
Email
United StatesPennsylvania
Apr 24, 2025
K. S.
Owner
Mobile Phone
Email
United StatesPennsylvania
Jan 02, 2024
M. D.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Jul 16, 2025
M. G.
President
Mobile Phone
Email
Oct 22, 2024
D. T.
Head Of Client Services
Mobile Phone
Email
United StatesPennsylvania
Feb 11, 2026
C. S.
Marketing & Design Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 25, 2025

Frequently Asked Questions

What is Financial Independence Planning, LLC known for?

Financial Independence Planning, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1495 Alan Wood Road Conshohocken, Pennsylvania 19428 United States; you can contact the main corporate office by phone at

+1-610-825-****

. Explore Financial Independence Planning, LLC's company overview page for more information.

What is Financial Independence Planning, LLC's most common email format?

Financial Independence Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Independence Planning, LLC email formats with LeadIQ.

How many employees does Financial Independence Planning, LLC have currently?

Financial Independence Planning, LLC has approximately 20 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Financial Independence Planning, LLC's key employees and leadership?

As of February 2026, Financial Independence Planning, LLC's key employees include:

Ceo And Senior Financial Advisor, Financial Independence Planning, Llc: H. E. K.
Chief Executive Officer And Senior Financial Advisor, Financial Independence Planning, Llc: H. E. K. C. C. C.
Chief Executive Officer: M. D.
President: M. G.
Head Of Client Services: D. T.

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