Plentiful Wealth, LLC
Fee Transparency. Plentiful Wealth is a fee-only firm. Our pricing is understandable and transparent, without hidden charges.
Fiduciary Duty. We promise to always put your best interests first. It's a simple promise but one many advisors cannot make.
Technology. Over the last year, I've shifted my practice to meet with clients primarily virtually. This shift emphasized the need for up-to-date technology. We've upgraded our offerings to provide an even better client experience.
Capping the number of clients we serve. Many advisors serve hundreds of clients. We don't. We've placed a cap on the number of clients we serve, so that clients receive the service they deserve. No one should feel like just a number.