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Crafted Financial Planning
Crafted Financial Planning serves high-earning millennials in tech and medicine. The firm helps clients optimize tax strategy, leverage company benefits and...
Crafted Financial Planning
Crafted Financial Planning serves high-earning millennials in tech and medicine. The firm helps clients optimize tax strategy, leverage company benefits and equity compensation, and build sustainable wealth. They position themselves as a financial thought partner for life's biggest decisions, offering clear advice without sales pitches or jargon.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Principals
Jordan Banning
Founder & President
Jordan Banning
CERTIFIED FINANCIAL PLANNER practitioner
Sector focus
Frequently asked questions
What is Crafted Financial Planning?
Crafted Financial Planning is a multi family office based in United States.
Where is Crafted Financial Planning headquartered?
Crafted Financial Planning is headquartered in United States, in the North America region.
What does Altss track for Crafted Financial Planning?
Altss maintains an OSINT-verified profile of Crafted Financial Planning covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Crafted Financial Planning's website?
Crafted Financial Planning's public website is craftedfinancialplanning.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Crafted Financial Planning?
Crafted Financial Planning is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Crafted Financial Planning?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Crafted Financial Planning's Altss profile last updated?
Crafted Financial Planning's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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