Obsidian Personal Planning Solutions

Prudent direction, real solutions, and strengthened confidence.

Obsidian Personal Planning Solutions is a financial consulting firm focused on private wealth management. Our mission is to help protect and grow our clients’ wealth so they can enjoy life to the fullest.

In addition to a suite of professional services and advisors, we offer our clients the advantage of The Lifestyle Protector Process™, a plan aiming to help grow your money, maintain your lifestyle, and enhance your family legacy.

The future can be uncertain. But with Obsidian Personal Planning Solutions as your guide, you can face it with strengthened confidence and insight.

Check the background of this firm on FINRA's BrokerCheck

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member FINRA/SIPC. Advisory Services offered through Obsidian Personal Planning Solutions, LLC. Obsidian Personal Planning Solutions, LLC, and Obsidian Personal Planning Solutions, Inc, are not affiliated with Triad Advisors.