# HEALTHYFP

HEALTHYFP is a RIA based in Conshohocken, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Conshohocken, United States
- **Assets under management:** Undisclosed
- **Website:** https://healthyfp.com

## Regulatory record

- **CRD number:** 336494
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336494

## About

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.

## Sectors

- Healthcare Providers
- Business Owners
- Family Caregivers

## People

- Bob Wolfe — Founder; Certified Financial Planner®; IRS Enrolled Agent; Certified Student Loan Professional®
- Bob Wolfe — Founder of HealthyFP

## Related profiles

- [TRIDENTVEST](https://altss.com/profile/tridentvest)

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Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/healthyfp

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