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Concierge Financial Planning, LLC

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Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

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Affiliations

Making competent, objective financial advice accessible

Ann Minnium is a member of the Garrett Planning Network, an international affiliation of Fee-Only financial planners dedicated to serving people from all walks of life. As staunch consumer advocates and Fee-Only client fiduciaries, members of the Garrett Planning Network continue to demonstrate their commitment to serving the public's best interests by making competent, commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Ann and her fellow Garrett Network members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Ann is proud to offer the same quality, professional advice to all clients, not just the affluent.

Members bring the collective wisdom of the entire network – comprised of over 300 financial planning and allied professionals – to their own individual practices. Advice is provided on an hourly, retainer or per-project basis. Working on an hourly basis means that clients pay only for the time an advisor works with or for them. Members do not accept sales commissions or third-party compensation. All compensation comes directly from their clients. Learn more at www.garrettplanningnetwork.com.


Commitment to Objectivity

Ann Minnium is a NAPFA-Registered Financial Advisor. The National Association of Personal Financial Advisors (NAPFA) members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, money managers and insurance companies. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a "Fee-Only" basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product. Learn more at www.napfa.org.

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114 N Rumson Avenue
Margate City, NJ
08402 United States

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  •  Tel: (908)-543-4036
  •  ann@conciergefp.com
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