Stanhouse Financial Planning and Management, LLC

Stanhouse Financial Planning and Management offers financial planning, investment advice, and ongoing portfolio management for individuals, families, and small businesses. The firm operates on a fee-only basis, meaning it is compensated strictly through direct fees paid by clients and does not earn commissions or third-party payments. Stanhouse Financial Planning and Management is legally required to act in your best interest as a registered investment advisor, focusing on a long-term, buy-and-hold philosophy using low-cost mutual funds and exchange-traded funds. Services cover cash flow and debt management, retirement planning, tax strategies, estate planning, risk management, and education funding. Clients can engage the firm on an hourly or project basis, through an ongoing retainer, or for full investment management.