Niche Clientele Minerva Planning Group targets high-net-worth individuals seeking comprehensive, fee-only financial planning and wealth management services, indicating opportunities to tailor premium financial solutions and personalized advice for affluent clients.

Limited Staff, Specialized Service With a small team of 2-10 employees, the firm likely emphasizes high-touch, customized service, suggesting potential for upselling advanced planning tools or dedicated investment management technology to enhance client experience.

Growth Potential Generating between 1 million and 10 million dollars in revenue, Minerva offers room for expansion through technology integrations, new service offerings, or geographic outreach aimed at similar high-value client segments.

Tech Infrastructure Although specific technology details are limited, the mention of a tech stack presents opportunities to introduce innovative financial planning tools or client portals, improving operational efficiency and client engagement.

Competitive Positioning As a fee-only advisory in a market with large firms and emerging boutique practices, Minerva can capitalize on its personalized approach and fiduciary stance to attract clients disillusioned with conflicted advice from larger competitors.