Guiding Families Toward Financial Freedom


Trident Financial Planning, LLC was founded with the goal of delivering high-quality, personalized solutions tailored to your needs. Our independence means our research, recommendations, and guidance are focused on helping you achieve your goals and objectives. 

We've experienced the pressures and conflicts of interest that are unavoidable under the banner of a large brokerage and recognize that's the way of the past. Trident Financial Planning works directly for you, the client, exactly the way it should be. 


No commissions, sales charges, hidden fees, or sales bonuses. Our compensation does not rely on which product you buy from us. Our fee structure is transparent and straightforward, so you'll feel confident you're getting advice based on your needs, not the size of our paycheck.


Simply, we are legally obligated to place your best interests ahead of our own. It seems strange to us that others would operate otherwise because putting the client first is just good business.


You're busy doing the things you love with the people you love. For something as important and as time-intensive as making the right choice for your family's finances, having an experienced and knowledgable partner on your side can mean the difference between success and failure. 

We have years of experience working with families just like yours to help guide them on the path to their accomplishments. How do you value your time? And how do you value the confidence you feel knowing your finances are being handled by a professional who personally knows your situation?




We combine cutting-edge tools and technology with old-fashioned human interaction and communication to deliver an efficient, collaborative experience. 

Financial planning and investment management software has evolved to provide a highly integrated and sophisticated platform which lowers investor's costs and improves the predictability of long-term projections. All available in plain English for your convenience.

Independent, Fee-only free from outside control or influence

Independent, Fee-only free from outside control or influence


When you’re looking for guidance on some of the most important decisions of your life, the last thing you want is a sales pitch.

You need clear answers from someone you trust, who is dedicated to your success, and who can provide impartial advice related to your personal situation.
— Brett Walters, CFP®


Learn more about the Team


Learn more about our process and services