At PDS Planning, we believe financial advice should be clear, transparent, and always in your best interest. Since 1985, we’ve built our firm around one guiding principle: thoughtful financial planning should inform every decision. 

Unlike traditional firms, our flat, fixed-fee structure reflects our commitment to objectivity—aligning our success with the value we deliver, not the products we sell. 

We partner with individuals and families who: 

– Have portfolios between $2M and $10M 

– Want comprehensive planning beyond investment management 

– Are navigating complexity or major life transitions 

– Value transparency and intentional decision-making 

What sets PDS Planning apart is how we think and how we serve: 

– Straightforward advice that simplifies complexity 

– A collaborative team with depth and continuity 

– Tax-aware, integrated planning 

– Educational guidance that helps you understand the “why” 

– Proactive support designed to anticipate what’s ahead 

We’re different by design, with no sales pressure, no jargon, no wasted complexity. Just practical, well-explained guidance from a team committed to your goals and your peace of mind. 

Beyond planning, we invest in our community through PDS Cares, supporting causes that matter to our team and clients. Because financial confidence is about more than wealth—it’s about impact, clarity, and confidence in every stage of life.

PDS Planning, Inc.

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