Halcyon Financial Planning

Halcyon Financial Planning is a registered investment advisory firm offering financial planning and investment management services.

We specialize in assisting individuals and families working toward financial independence, whether that means an eventual retirement or the start of their next great adventure. The defining characteristic of our clients is their desire to make more informed financial decisions that better align with their own values, goals, and lives. Using a comprehensive approach we provide the framework they can use to evaluate their options, align their resources, and tackle the hard decisions as they come.