ePLANNING, Inc., is a financial services company comprised of ePLANNING Securities, Inc., an FINRA broker/dealer, and ePLANNING Advisors, Inc., a registered investment advisor.


Our marketing mission is to create an environment that allows representatives the freedom to run their businesses the way you want to in order to create better solutions for their clients. We do this by being flexible, responsive, inclusive, and by never forgetting that our representatives are the most valuable assets we have.

As an independent broker/dealer and investment advisor, ePLANNING offers no proprietary products or services. This true independence allows us to maintain an unbiased approach in providing a broad selection of traditional and alternative products and services from third party providers. We add value to your business by exposing you to new and innovative products and concepts at our regional sales conferences, sales meetings, and specialty training events.

ePLANNING's ownership strategy provides equity participation in the company for Registered Representatives based upon production. This unique opportunity to acquire equity in ePLANNING is made available through our Pioneer Stock Option Award Program.

As all financial advisors and employees are shareholders of the company, we are driven in our approach to provide outstanding customer service and support to our clients. This attitude is seen throughout the company, and promotes a work environment where employees continually strive for greater efficiencies and productivity.