Comprehensive Planning Corp was established in 1993, by David Gaylor and Matthew Bolinger. The mission was to help people invest for their future. In 2020, Roller Wealth Management acquired/merged with Comprehensive. This broadened the experience base to include younger generations to continue long into the future.Today we serve clients all over the United States and manage over $300 million in assets. We value each dollar as we understand it represents delayed gratification of each client. Our success has come from long established relationships with our clients who value our knowledge, experience, and accessibility.

Comprehensive Planning Corp

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