PDS Planning, Inc.

PDS Planning, Inc. is a financial advisory startup founded in 1985. The company's slogan, "Financial Advice that Enhances Your Wealth, Not Ours," encapsulates its client-centric approach. PDS Planning, Inc. positions itself as a distinctive alternative to banks and brokerage houses. It addresses the unmet needs of the "earnest investor" who seeks a more personalized and trustworthy financial planning experience. The company prides itself on being completely independent, with no affiliations to brokers, banks, or other financial institutions. This commitment aligns with its fiduciary focus on serving the best interests of its clients. PDS Planning, Inc. operates within the finance and financial services industries, offering fee-only financial planning and wealth management services. Recognized as one of the top independent fee-only wealth management firms in the country, the company has established a strong reputation for its client-centered and ethical approach. The startup's emphasis on accountability and fiduciary responsibility sets it apart in an industry that has faced credibility challenges due to past financial crises. By positioning itself as a reliable and trustworthy partner for investors seeking a more personalized and ethical approach to financial planning, PDS Planning, Inc. targets a niche market of individuals who value transparency and integrity in their financial advisory relationships.