Feeling overwhelmed by financial decisions? Get expert insight and truly objective advice.

We believe planning is the cornerstone to good financial health, and a successful plan is dynamic because life is dynamic. Our approach to planning looks at all aspects of your financial life, and periodic review and discussion are the keys to making sure your financial life keeps up with changes in your life. Our package and service-based pricing is completely transparent so there are no surprises. There are zero asset management fees, and you only pay for what you need.

There is no one-size fits all approach to planning, which is why Sanctuary offers clients multiple ways to engage.

View our full catalog of services.

Going with the flow will not take you where you need to go. And because we don’t have asset requirements or other hurdles we can serve those who have a lot of assets and those that don’t meet other firms’ minimums. Receiving compensation with an hourly rate is the most transparent, straightforward and fair way to deliver financial advice.

Get started.

Sanctuary Financial Planning is a fee-only, fiduciary financial planning firm.

What this means for you:

  • We have a legal obligation to provide unbiased advice that we believe is in your best interest.
  • We do not accept referral fees, commissions or any compensation for financial products or services we recommend.

In an industry that has historically been plagued by conflicts of interest, lack of clarity and overuse of jargon, Sanctuary provides a transparent, straightforward and fair way to receive financial advice.

Receive financial advice that goes beyond your assets.