Traverse Planning was founded on the philosophy that an advisor should have a moral, ethical and legal responsibility to act in their client’s best interest. Tackling your finances can be a stressful and intimidating endeavor. It can leave you feeling vulnerable and overwhelmed. Many people will turn to a financial advisor seeking guidance through the complexity of the planning process. You shouldn’t also have to worry that your advisor is truly acting in your best interest.

At Traverse Planning, we seek to make the financial planning experience personalized, rewarding and stress-free. Our financial advisors build trust through transparency and work with clients in a fiduciary capacity 100% of the time. You can feel confident that our interests are aligned with yours.

Let Us Be the Center of Your Financial World™

Finance

FinTech

Investment Management

Personal Finance

Traverse Planning

Laurence Schiffman

Joel Houwer

This department oversees operational processes and financial guidance to ensure efficient management and strategic growth.

Traverse Planning

Org chart

Teams

Operations and Finance

Offices

Traverse Planning

Org chart

Teams

Operations and Finance

Offices

Related companies