Simple Portfolio Management, INC.

Simple Portfolio Management offers personalized investment advice to individuals and high-net-worth individuals. They focus on financial education and tailor investment strategies to each client's financial situation, goals, and risk tolerance. Simple Portfolio Management helps clients set up accounts at brokerage firms like Charles Schwab, Vanguard, or Fidelity. They provide ongoing investment management services, including asset performance reviews and rebalancing. They also offer advice on financial independence, estate planning, insurance, education planning, cash flow management, tax issues, and employer benefits.