Our Values at Laurel Wealth Planning 

Having been in service to our clients for more than 20 years, we know that the core of a financial planning / wealth management organization is its standards. Here are the values we articulated as a team.


Our Passion

We help people live the lives they want, building long-term relationships based on a foundation of trust and confidence.



Our Mission

Grounded in a deep understanding of our clients and what is important to them, we go beyond insightful wealth planning and investment management to provide our clients a trusted ‘voice of reason’ to help them sort through their financial decisions. Through this mission, we seek to enhance our clients’ financial security, confidence, and delight in their choices.



Client Care First
Client care – which includes listening for the heart of the matter, empathy, and acting in our clients’ best interests – comes first.

The laurel wreath in our logo is a symbol of honor. We do the right things for the right reasons.

Fully Reliable
We build confidence with our clients through our focus on quality work and full reliability. To that end, we bring expertise and accuracy; commit, and then deliver; and take things all the way.

Go the Extra Mile
We think beyond our role to enhance the client’s experience, our underlying processes, and results.

Win-Win Teamwork
As we work with our team members to serve our clients, we are fully accountable, respectfully truthful, and focus on win-win solutions.