Hi, I’m Glenn Brown, founder of PlanDynamic, LLC, a Registered Investment Advisor and fee-only fiduciary.
I help motivated people take control of their planning and investing to build, then sustain financial independence.
As a Certified Financial Planner™ (CFP®), I am your guide to align personal values to goals and together we create actionable steps to live the life you want. By being your accountability partner, I help you organize your finances, save and grow investments, maximize benefits, reduce taxes and be proactive to opportunities.
We serve investors, owners and sandwichers (raising kids & caring for aging parents) with financial planning and investment management.
“At PlanDynamic, we believe financial independence should be our client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey. It is core to our wealth management philosophy and believe should continuously evolve.”
Learn more by scheduling your free consultation at PlanDynamic.com.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 945 Concord St, Framingham,massachusetts,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- plandynamic.com
- Keywords
- Financial Independence, Comprehensive Financial Planning, Investment Management, Certified Financial Planners (CFP®), Fee-Only Fiduciary, Wealth Management, Life Planning, Retirement Planning, Insurance Planning, Risk Management, Tax Planning, Estate Planning, Budget & Debt Management, Employee Benefits Planning.
- HQ
- Framingham, Massachusetts
Plandynamic Questions
Plandynamic's website is plandynamic.com
Plandynamic's LinkedIn profile is https://www.linkedin.com/company/plandynamic
Plandynamic has
1 employees.
View email and phone details for 1
employees at Plandynamic.
Plandynamic's industry is
Financial Services
Plandynamic's top competitors are
Mutualone Bank,
Black Bear Investments, Llc,
Latitude Capital, Llc.,
Uninote,
Edge Sports Global Llc,
Julex Capital Management,
Bartholomew & Company,
Cairn Properties, Llc,
Crest City Capital,
Signal Ridge Capital Partners.
Plandynamic's categories are Financial Services
Plandynamic's founding year is 2017
