Wealth Management, Investment Management, Coaching, and Small Business Services from Longitude Financial Planning Will Guide You from Where You Are to Where You Want to Be

Find Your Financial Coordinates

Our approach

We are a Fee-Only Fiduciary financial advisory practice who provide personalized recommendations to maximize and optimize your financial life.

As a financial planning and investment management firm, we assist members by organizing and simplifying accounts, managing risk, saving time, avoiding hassles, providing educational opportunities and more.

Providing you with a trusted partner

Too many financial advisors are sales people in disguise

We’re different, as fee-only fiduciaries, we cannot accept commissions and only work in the best interest of our members.

100% of our income comes from our clients and not the products we provide. Our incentives are 100% aligned with our members

Two people sitting on white chairs in a sunlit, modern indoor space with glass windows and ceiling, surrounded by potted plants. They are having a conversation at a small round table with books and a cup. Decorative pendant lights hang from the ceiling.

Join the community, today.