Who We Serve

Millions of people make the mistake of believing the falsehood that financial planners only offer their services to the wealthy. For the financial advisors at Plummer Wealth Strategists, that couldn’t be farther from the truth.

We serve clients from all walks of life, ranging from the affluent to the average. Our diverse client base includes the average working American, doctors, lawyers, entertainers, professional athletes, small business owners, and corporations. If you have any level of income and assets today or will be expecting it in the future, please get in touch with us so we can begin designing your financial future.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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