Princeton Center Planning and Investments, LLC

Princeton Center Planning and Investments serves primarily individual clients through discretionary investment management and financial planning, and also offers tax advisory, estate planning and insurance advisory services. Its brochure lists a broad client mix—including individual and institutional types—but notes the firm does not emphasize high‑net‑worth households while maintaining a retail‑focused client base of 327 accounts.

The firm manages client portfolios on a discretionary, open‑architecture platform and provides written financial plans and investment policy statements to guide management. Its stated methods include both fundamental and technical analysis and a range of implementation strategies from long‑term holdings to short‑term trading and option writing (including covered and uncovered option strategies).

Noteworthy aspects include an unusually high client‑to‑advisor ratio (over 300 clients per a single advising team member) and a clear affiliation with an insurance business, with advisors holding life, health and annuity licenses and the firm offering an RIA fee‑only annuity option. The adviser also reports it does not custody client assets and does not vote proxies, reflecting operational choices that accompany its focus on a large retail client base and insurance‑linked planning in addition to portfolio management.