ADVICE FOR TODAY. PLANNING FOR TOMORROW.

Financial Planning. Consolidated.

THE CONSOLIDATED PLANNING DIFFERENCE

Your future. Our focus.

Our firm was born out of frustration with the financial planning industry and its failure to deliver real solutions. We implement a protection first philosophy that challenges the status quo and empowers our clients to take control of their narrative by working to maximize cash flow. Our highly skilled team of specialists and professionals deliver balanced financial solutions to clients nationwide.

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NO MATTER WHERE YOU ARE, WE'RE HERE TO HELP

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Our financial advisors serve clients nationwide. Our collaborative approach ensures that all of your financial planning needs are met by a team of experts. In person or virtually, we work to be your trusted partner.

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JOIN CONSOLIDATED PLANNING TODAY!

Grow your career at Consolidated Planning.

Consolidated Planning is a well-balanced firm that offers a wide variety of products and services including insurance, investment, and planning services. Our ability to work with clients in a variety of ways ensures we are always able to put their needs first.

From an advisor’s perspective, Consolidated Planning stands out from other firms thanks to a unique infrastructure of advisor support and a host of talented individuals united for a common purpose. Our humble beginnings go back to 1981 when four advisors developed and shared a philosophy about planning that put the client first, challenged conventional wisdom, and contrasted with the transactional nature of the industry.

Today, we have over 100 advisors in offices across the Carolinas and Georgia. As we’ve grown, we continue to work with clients through a comprehensive and consultative process.

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