Financial Plans & Strategies

FINANCIAL PLANS & STRATEGIES, INC. is an SEC-registered investment adviser in GREENWOOD, IN, registered since 2016. The firm manages $611 million in assets,...

Overview

FINANCIAL PLANS & STRATEGIES, INC. is an SEC-registered investment adviser in GREENWOOD, IN, registered since 2016. The firm manages $611 million in assets, $601 million on a discretionary basis. It has 12 employees and 5 investment advisers.

linkedin.com/company/finplans

General information

Firm type

RIA

Location

Country

United States

Profile maintained by Altss. Updated: Oct 23, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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