Updated:
Long Financial Planning
Long Financial Planning (Long and Associates LLC) provides personal financial planning to individual clients and retirement plan advice for 401k or 403b plans...
Long Financial Planning
Long Financial Planning (Long and Associates LLC) provides personal financial planning to individual clients and retirement plan advice for 401k or 403b plans to small business and non-profit clients. The firm operates on a Fee-Only basis. Chris does not sell products or receive commissions, kickbacks, or third-party compensation, and acts as a fiduciary in all aspects of his work with clients.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Plymouth Meeting
Corporate office
Plymouth Meeting, PA, United States
Principals
John Long
President
Sector focus
Frequently asked questions
What investment stages or asset classes does the firm typically target?
The firm focuses on traditional asset classes—U.S. large-cap and mid-cap equity, taxable and municipal fixed income, and cash equivalents—delivered through mutual funds and ETFs. Private equity, venture capital, and direct real estate are not part of its standard offering.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: