Independent, Individualized, Fee-only
Lionheart Financial Planning, Inc. is a fee-only Registered Investment Advisory firm providing comprehensive and modular financial planning and portfolio management services to residents of Virginia and Maryland. As an independent firm, Lionheart Financial Planning, Inc., is uniquely positioned to provide you with the individualized and affordable financial planning and asset management services you deserve.We are especially proud to be a firm specializing in the financial needs of those employed in the law enforcement and fire and rescue fields.
Whether you need assistance planning for retirement, taxes, education, investing, or with budgeting Lionheart Financial Planning, Inc. is available to assist you with your financial needs.
If you are a small business owner, contact us about starting a financial planning benefit for your employees at an affordable cost.
Contact Lionheart Financial Planning, Inc. today at 540-907-2720 for a no cost, no obligation "Get Acquainted" meeting and begin your financial planning process now!
