Quinn Financial Planning, LLC

Quinn Financial Planning serves individuals, trusts and qualified retirement plans and provides discretionary investment management alongside comprehensive financial planning services, including retirement, estate, insurance, college and tax planning. The firm also offers pension consulting in a limited capacity, focused on investment planning and asset allocation for small businesses that meet a minimum net worth threshold of $100,000.

The firm employs a structured, risk‑based asset allocation process to construct portfolios from mutual funds, ETFs, individual stocks and certificates of deposit, using selection criteria such as peer ratings, expense ratios, manager ownership and risk‑adjusted returns. It may use options strategies (including covered calls and spreads) for hedging and provides coordinated allocation advice across assets held at other custodians—including 401(k) assets—with those advisory services billed separately and invoiced to clients.

A distinctive aspect of the firm is that its principal holds CPA and CFP credentials and maintains a part‑time role at a separate tax and business services firm, where he oversees tax work and prepares personal and trust tax returns, enabling more integrated tax and investment analysis. Offering limited pension consulting to small businesses and taking access to outside plan assets for consolidated allocation recommendations are features the brochure highlights as less common among independent peers.