PlanDynamic Information

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.