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On your side. Always.

Do you have worries and doubts about how to manage your money? You’re not alone. Working with financial advisors at Laurel Wealth Planning can help you feel more confident about your choices.

As a full-service, fee-only firm, we guard your financial interests and keep an eye on your goals at all times. Consider us your sounding board and voice of reason, freeing you to live the life you want. We are your …

Trusted advisor

We go the extra mile to help you make difficult decisions and create plans for wealth preservation, financial independence, tax reduction, investments, estate planning and more.

Thoughtful partner

In our relationship with you, we listen for the heart of the matter. Understanding your preferences, priorities and passions drives our high-touch service, attention to detail and holistic approach.

Responsible steward

Like you, we do the right things for the right reasons. We empower you to leave a meaningful legacy that fits your values, whether through estate planning, socially responsible investing or charitable giving.

If you were referred to us by a client, CPA or attorney, click here to see if we are a good fit for you.

%

of our clients are women decision-makers

high team-member-to-client ratio equals high personal attention

Years of combined experience on our investment committee

LWP crest logo

Award-winning firm

Serving women decision-makers

Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence.

Our clients want the freedom to do what makes them most deeply happy and want to leave a meaningful footprint in the world. They know that managing their wealth is an essential part of both goals.

We help clients with decisions throughout life’s journey — buying property; funding children’s and grandchildren’s educations; planning for a fulfilling retirement; gifting to children; investing and giving according to clients’ personal ethics.

Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them.

If you’ve ever wondered — “Am I doing the right things with my money?” or “How can I be a good steward of my money?” or “How do I prioritize and plan for my life goals?”  — we can help.

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