The Financial Planning Company Employee Directory

Investment ManagementMichigan, United States2-10 Employees

The Financial Planning Company is a fee-only registered investment advisor.  The firm offers financial planning and investment management to individuals, families, and small businesses. We act as a fiduciary to our clients and are legally obligated to always put their interests before our own. 

We are proud to use evidence-based investing principles rooted in Nobel Prize winning research. We build globally diversified investment portfolios based on mutually agreed upon risk and reward factors. 

Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available.

Find The Financial Planning Company employees' phone numbers or email addresses

The Financial Planning Company Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

The Financial Planning Company's Leadership

  • Stylized image of a person
    B. S.
    Founder/ President
    Phone icon
  • Stylized image of a person
    C. C.
    Partner
    Phone icon

Contact profiles from The Financial Planning Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. S.
    Founder/ President
    Phone icon
    United StatesMichigan
    Oct 19, 2025
  • Stylized image of a person
    C. C.
    Partner
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is The Financial Planning Company known for?

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The Financial Planning Company was founded in 2016 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore The Financial Planning Company's company overview page for more information.

What is The Financial Planning Company's most common email format?

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

How many employees does The Financial Planning Company have currently?

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The Financial Planning Company has approximately 3 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are The Financial Planning Company's key employees and leadership?

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As of December 2025, The Financial Planning Company's key employees include:

  • Founder/ President: B. S.
  • Partner: C. C.

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