Hi, I’m Glenn Brown, founder of PlanDynamic, LLC, a Registered Investment Advisor and fee-only fiduciary. I help motivated people take control of their planning and investing to build, then sustain financial independence. As a Certified Financial Planner™ (CFP®), I am your guide to align personal values to goals and together we create actionable steps to live the life you want. By being your accountability partner, I help you organize your finances, save and grow investments, maximize benefits, reduce taxes and be proactive to opportunities. We serve investors, owners and sandwichers (raising kids & caring for aging parents) with financial planning and investment management. “At PlanDynamic, we believe financial independence should be our client’s focus. It is built in stages, tailored to personal values and provides new choices along the journey. It is core to our wealth management philosophy and believe should continuously evolve.” Learn more by scheduling your free consultation at PlanDynamic.com.
| Website | http://www.plandynamic.com |
| Employees | 1 (1 on RocketReach) |
| Founded | 2017 |
| Address | 945 Concord St, Framingham, Massachusetts, US |
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| Industry | Financial Services |
| Keywords | Financial Planning, Retirement Planning, Investment Advisory, Wealth Management, Investment Strategies, Fee Only Fiduciary, Long Term Investing, Fiduciary Advisor, Financial Independence, Wealth Building, Investment Management, Financial Security, Estate Planning, Asset Allocation, Tax Planning, Risk Management, Portfolio Management, Financial Planning Services, Financial Consulting |
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Glenn Brown is the Founder and Principal of PlanDynamic.
1 people are employed at PlanDynamic.
PlanDynamic is based in Framingham, Massachusetts.
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Glenn Brown
Founder and Principal at PlanDynamic
Boston, MA, US42
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