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HEALTHYFP
HealthyFP is a fee-only financial planning firm that streamlines financial decisions for busy professionals, business owners, retirees, families, and...
Overview
HealthyFP is a fee-only financial planning firm that streamlines financial decisions for busy professionals, business owners, retirees, families, and healthcare providers. The firm offers comprehensive financial planning, investment management, tax preparation, and retirement planning with a fiduciary commitment and no asset minimum. It operates virtually with clients in all 50 states while based in Conshohocken, Pennsylvania.
General information
Firm type
RIA
Location
Country
United States
City
Conshohocken
Principals
Bob Wolfe
Founder; Certified Financial Planner®; IRS Enrolled Agent; Certified Student Loan Professional®
Bob Wolfe
Founder of HealthyFP
Sector focus
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