Pomeroy Financial Planning is a fee-only firm providing financial planning and investment consulting. Pomeroy Financial Planning helps clients with financial goal setting, cash flow, retirement, college, and tax planning. They also offer investment analysis and suggestions. Clients make the final investment decisions. Pomeroy Financial Planning encourages long-term investing and discourages market timing.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Pomeroy Financial Planning offers investment consulting services for an hourly or flat fee. They assist clients in creating an investment strategy based on their goals, risk tolerance, and financial situation, and then offer specific investment suggestions. Clients retain control and make all investment decisions.
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