Attainable Wealth
Finance · 1-10 Employees
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Overview
Phone Number
(904) 994-0454Website
www.attainablewealthfp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Attainable Wealth
Attainable Wealth is a fee-only, virtual financial planning and investment management firm dedicated to assisting academics and former academics in achieving financial clarity and happiness. The firm offers services such as comprehensive financial planning, investment advisory, and maintenance financial planning, all tailored to help clients balance their financial lives with personal fulfillment. Led by Inga Timmerman, a PhD in finance and Certified Financial Planner, the company emphasizes a personalized approach to uncovering the relationship between money and happiness. Through initial consultations, clients can explore various planning formats and strategies to improve their financial well-being.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Attainable Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Attainable Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Attainable Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Attainable Wealth.
Attainable Wealth Tech Stack
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Frequently Asked Questions Regarding Attainable Wealth
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Attainable Wealth is a fee-only, virtual financial planning and investment management firm dedicated to assisting academics and former academics in achieving financial clarity and happiness. The firm offers services such as comprehensive financial planning, investment advisory, and maintenance financial planning, all tailored to help clients balanc... Read More
