Laurel Wealth Planning Values

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Having been in service to our clients for more than 20 years, we know that the core of a financial planning/wealth management organization is its standards. Here are the values we articulated as a team.

Our Passion

We help people live the lives they want, building long-term relationships based on a foundation of trust and confidence.

Our Mission

Going beyond insightful financial & investment advice, we are a ‘voice of reason’, enhancing clients’ confidence and delight in their financial opportunities.

Our Values

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Client Care First

Client care – which includes listening for the heart of the matter, empathy, and acting in our clients’ best interests – comes first.

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The laurel wreath in our logo is a symbol of honor. We do the right things for the right reasons.





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Fully Reliable

We build confidence with our clients through our focus on quality work and full reliability. To that end, we bring expertise and accuracy; commit, and then deliver; and take things all the way.

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go the extra mile

We think beyond our role to enhance the client’s experience, our underlying processes, and results.



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Win Win Teamwork

As we work with our team members to serve our clients, we are fully accountable, constructively truthful, and focused on win-win solutions.


Our Commitment to Inclusion & Diversity

Inclusion & Diversity are foundational to our values:

We are facilitators, helping clients live the life they want to live, along any chosen path.

While we specialize in women decision-makers, our client base is diverse in many ways.

We also actively seek employees with a wide range of backgrounds.