Minerva Planning Group

www.minervapg.com

Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We provide comprehensive planning and investment management services, and we also work with clients on an hourly basis. We provide clients comprehensive financial planning and wealth management. At Minerva, comprehensive financial planning is a process that starts with clarifying client goals. Once this is complete, we develop a cash flow projection based on financial goals, resources and the investment strategy. Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement the plan and provide ongoing investment management and planning advice.

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Minerva Planning Group is a fee-only financial planning firm, which means that we are compensated solely by our clients. We provide comprehensive planning and investment management services, and we also work with clients on an hourly basis. We provide clients comprehensive financial planning and wealth management. At Minerva, comprehensive financial planning is a process that starts with clarifying client goals. Once this is complete, we develop a cash flow projection based on financial goals, resources and the investment strategy. Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement the plan and provide ongoing investment management and planning advice.

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Country

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State

Delaware

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Employees

1-10

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Founded

1989

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Owner

    Email ****** @****.com
    Phone (***) ****-****

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