Investments & Financial Planning is a wealth manager based in Lexington, United States, founded in 2012. Verified contact details, AUM data, and investment preferences on FindLPs.
Investments & Financial Planning is a wealth manager based in Lexington, US. Founded in 2012.
FindLPs holds verified direct email addresses and phone numbers for decision-makers at Investments & Financial Planning. Contact details are masked on the free plan — start a plan to unlock full access and CSV export.
Unlock Contact DetailsSearch 25,850 limited partners with verified contact details.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.