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MONEY PLANS
Money Plans is a fee-only, independent Registered Investment Advisor located in Silver Spring, MD. Founded in 1983, the firm provides financial planning,...
Overview
Money Plans is a fee-only, independent Registered Investment Advisor located in Silver Spring, MD. Founded in 1983, the firm provides financial planning, wealth management, and senior-living planning with a focus on pre- and post-retirement planning. It operates under the fiduciary standard, belongs to NAPFA, and is owned and operated by its principal and co-founder Denise Leish.
General information
Firm type
Asset Manager
Year founded
1983
Location
City
Silver Spring
Principals
Denise Leish
principal and co-founder
Denise Leish
Registered Investment Advisor and proprietor
Frequently asked questions
Where is MONEY PLANS located?
No headquarter address is known. No jurisdiction has been confirmed through corporate filings, website metadata, or public communications.
Has MONEY PLANS made any discoverable investments?
None have been identified.It has not been named in any company's funding announcements or regulatory submissions.
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