About
EveryPlan Financial is a Registered Investment Adviser. As a fee-only fiduciary, we're obligated to put our clients' best interest first. We do not earn any commissions for selling investment products. With no account minimums, we're on a mission to make financial advice more accessible. We also allow clients to select the fee structure which best meets their needs - AUM, Flat Fee, or Hourly. Well-versed on ""Mensuram Bonam"" and The USCCB's ""Guidelines for Socially Responsible Investing,"" w
+There are 4 primary ways EveryPlan specifically addresses the needs of Catholic investors. These are: (1) as a fiduciary, (2) as a partner, (3) as an asset manager, and (4) as a steward. First, as a fiduciary, we are obligated to put our clients' best interest ahead of our own at all times. Many "financial advisors" who market themselves to Catholics are not held to the same standard. This practice is consistent with our dedication to operating EveryPlan with integrity and transparency. Second, as a partner. We work alongside Catholic investors to develop Investment Policy Statements directed by our faith. We cherish our role of not just advising clients, but serving as a trusted teacher and source of information. Third, as an asset manager we build portfolios which meet the criteria of our Investment Policy Statements. Lastly, as a steward we help Catholics develop charitable giving strategies which seek to optimize their support of their parishes, diocese, and favorite causes.
Business Information
Part of 46,000+ Catholic businesses across 50 states