About Us

Forthright Wealth Planning was founded on a simple belief:

Most clients are oversold and underserved. Our goal is to replace sales pressure with honesty, independence, and expertise. We’ve built a comfortable environment that encourages open, genuine conversations—so you can make confident financial decisions. As an independent firm, we are not tied to any company’s products or quotas. Our advice is objective, our guidance is comprehensive, and our commitment to your success is unwavering.

What can you expect from Forthright?
A team of skilled, credentialed, ethical professionals who act with integrity, communicate clearly, and always put your best interests first.

Are you ready to take control of your financial future?
Give us a call—we’d love to help you achieve your life goals.

The Forthright way is to put the needs of our clients, and only the needs of our clients, first. We help our clients create, implement and monitor financial plans over their lifetimes, giving them the best chance to achieve their financial goals, and ultimately, their life goals.

We work with clients across the country who value proactive guidance and a long-term partnership built on mutual trust and respect.

Forthright Wealth Planning is ideal for individuals who:

• Are tired of being sold products instead of receiving real advice
• Question whether their interests are being put first
• Feel their current plan isn’t as comprehensive as promised

We’ll always tell you what you need to hear, not just what you want to hear—because that’s how meaningful progress is made. We sit on the same side of the table as you, welcome your questions, and explain our recommendations in plain English.

Unlike many firms that chase growth for its own sake, our priority is quality over quantity—delivering the thoughtful advice and service you deserve.

We don’t claim perfection, but we can confidently say that no team will care more about your long-term success than ours. It’s our moral and professional obligation, every day, for every client.

If you think we’re a good fit, we’d love to hear from you.