Your Planning Partner LLC

The firm provides portfolio management, ongoing and discrete financial planning, pension consulting, and estate‑document facilitation through a third‑party platform to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. It manages approximately $90.7 million for about 86 client relationships and offers both discretionary and non‑discretionary advisory services.

Investment advice is delivered through a written Investment Policy Statement for each client, with documented risk tolerances and regular monitoring; the firm employs fundamental, technical, and quantitative analysis and pursues long‑ and short‑term trading, margin transactions, and a broad mix of securities (mutual funds, ETFs, fixed income, REITs, private placements, commodities, and non‑U.S. securities). The firm also uses third‑party technology to facilitate estate documents and deploys AI tools for meeting recording and transcription, with an option for clients to opt out.

What is atypical for a firm of this size is management’s active accounting practice and CPA credentials, along with a disclosed ownership interest in another registered investment adviser; the brochure states these affiliations are independent and that clients are not required to use the related outside services. The firm combines those outside professional activities with institutional custody and access to broker‑provided research and support, and it discloses procedures for allocating limited investment opportunities and for handling potential conflicts arising from its affiliations.