Circadia Financial Planning
Circadia Financial Planning is a fee-only firm built for Gen X and Millennial professionals who want their financial life to feel as intentional as the rest of their lives. We specialize in working with individuals and couples navigating real complexity—student loans alongside equity compensation, career inflection points, growing families, and the tension between building wealth and actually enjoying it.
Our core offering is comprehensive, ongoing financial planning delivered through a modern, virtual-first experience. For clients who want us to implement the investment strategy too, we offer discretionary investment management as a separate engagement. Either way, the goal is the same: sustainable financial rhythms and lasting peace of mind—so you spend less time second-guessing and more time living well.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.