Center Stage Planning is a boutique, fee-only fiduciary financial planning firm based in the Pocono Mountains of Pennsylvania serving clients nationwide. We provide comprehensive planning and investment management for individuals, couples, and families navigating retirement, investments, taxes, cash flow, insurance, estate coordination, inherited wealth, education funding, and major life transitions.

Led by Patrick Graver, CFP®, founder and lead advisor, CSP is built around thoughtful planning, direct guidance, personal attention, and long-term advisory relationships. Every client works directly with Patrick and receives recommendations guided by their goals, needs, financial picture, and best interest.

Before founding Center Stage Planning, Patrick built his experience at financial advisory firms overseeing more than $600 million in assets. That work shaped his belief in disciplined investment management, careful analysis, and the responsibility that comes with helping people make meaningful financial decisions.

As a fee-only fiduciary firm, CSP does not sell products, receive commissions, or earn referral fees. The firm is proudly LGBTQ+ owned and community-rooted, serving clients who want clear, objective financial guidance from a trusted long-term partner.

Center Stage Planning, LLC is a registered investment adviser.

Center Stage Planning

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Center Stage Planning

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