# Long Financial Planning

Long Financial Planning is an Asset Manager based in Plymouth Meeting, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Plymouth Meeting, United States
- **Region:** North America
- **Address:** Plymouth Meeting, PA, United States
- **Assets under management:** Undisclosed
- **Website:** longfinancial.com

## Regulatory record

- **CRD number:** 123517
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123517

## About

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.

## Sectors

- Wealth Management
- Financial Services

## People

- John Long — President

## 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.

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- [Ingram Advisory Services](https://altss.com/profile/ingram-advisory-services-llc)
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Last updated: 2026-08-11T15:07:19.634Z

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