We believe people deserve access to the best possible advisor and there are a lot of amazing advisors out there who want to do great work.

But they don't want to do it alone.

That is why core planning exists.

We’ve built a home for independent advisors who believe this work can be both deeply personal and deeply professional.

We believe independence and community belong together.

We believe there is enough opportunity to share.

We believe the best firms are made of people who genuinely care about one another.

And we believe work can be a place where talented, thoughtful people find freedom, friendship, purpose, and room to create.

core planning is not for everyone.

It is for the advisor who wants to build something they are proud of alongside people they are proud to build it with.