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Ford Financial Solutions
Ford Financial Solutions is a fee-only fiduciary financial planning firm that provides comprehensive, actionable financial plans. The firm serves city-dwelling...
Ford Financial Solutions
Ford Financial Solutions is a fee-only fiduciary financial planning firm that provides comprehensive, actionable financial plans. The firm serves city-dwelling couples and professionals, offering ongoing and one-time engagements with in-person and virtual meetings. It focuses on aligning financial behaviors with clients' values to bring purpose and clarity to their lives, families, and communities.
General information
Firm type
other
Year founded
2015
Location
City
New York City
Principals
Julie Ford
CFP®, CPA, Founder & Lead Financial Planner
Julie Ford
Founder & Lead Financial Planner
Tony Ford
JD, CFP®, Financial Planner & Chief Compliance Officer
Tony Ford
Financial Planner & Chief Compliance Officer
Sector focus
Frequently asked questions
What is the legal structure of Ford Financial Solutions?
Ford Financial Solutions is registered as a limited liability company (LLC) in the United States. The LLC structure is commonly used by family offices, holding companies, and asset-management entities for flexibility and liability protection. No public filings specify its operational scope.
Where is Ford Financial Solutions headquartered?
The firm's headquarters location is not disclosed in public records. LLC filings vary by state, and no state-specific registration details have been confirmed.
What investment sectors does Ford Financial Solutions target?
No sector preferences have been publicly communicated. The firm has not published an investment thesis, sector tags, or deal history.
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