Obsidian Planning Solutions

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

2099 Gaither Rd Ste 110, Rockville, Mary...

Phone Number

(301) 990-4395

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
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About Obsidian Planning Solutions

Obsidian Planning Solutions specializes in personalized financial planning services tailored for business owners. They provide comprehensive strategies that encompass asset wealth management, estate planning, business continuity management, and succession planning. Their diverse clientele includes individuals, families, professionals, and business owners, ensuring that all financial complexities are addressed. With over 35 years of experience, Obsidian is committed to fostering long-term client success and financial confidence.Explore more
Obsidian Planning Solutions's Social MediaPopular SearchesObsidian Planning SolutionsObsidian Personal Planning Solutions LLCObsidian Business Planning SolutionsObsidian Business Planning Solutions LLCObsidian Business Solutions LLCSIC Code 62,628NAICS Code 52,523Show more

Obsidian Planning Solutions Org Chart

PhoneEmail
PF
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Director, Planning

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Planning& Analytics Associate

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Compare Similar Companies to Obsidian Planning Solutions

Compare insights from companies similar to Obsidian Planning Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Obsidian Planning Solutio...

<$5M
1-10
Private
-
2012
PF
Pamela FlickDirector, Planning
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
$7.7M
11-50
Private
-
2003
MC
Morgan CzopClient Relationship Manager
<$5M
1-10
Private
-
1984
KP
Kathryn PfeltzChief Operating Officer
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2009
BF
Brian FischerVice President and Commercial Sales Specialist
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Obsidian Planning Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Obsidian Planning Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Obsidian Planning Solutions.

Obsidian Planning Solutions Tech Stack

A closer look at the technologies used by Obsidian Planning Solutions

Most Recent Scoops

Person-Based
Facilities Relocation / Expansion
Obsidian Planning Solutions is planning to move offices in January 2026. The move will impact approximately 13 employees at the existing office located at 2099 Gaither Road, Suite #110, Rockville, MD.
Facilities Relocation/Expansion
Person-Based
Person-Based
Event
Person-Based
Events, Podcast
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Top Finance Companies

Frequently Asked Questions Regarding Obsidian Planning Solutions

What is Obsidian Planning Solutions's official website?
Obsidian Planning Solutions's official website is www.obsidianplanning.com
What is Obsidian Planning Solutions's Revenue?
Obsidian Planning Solutions's revenue is <$5 Million
What is Obsidian Planning Solutions's SIC code?
Obsidian Planning Solutions's SIC: 62,628
What is Obsidian Planning Solutions's NAICS code?
Obsidian Planning Solutions's NAICS: 52,523
How many employees does Obsidian Planning Solutions have?
Obsidian Planning Solutions has 1-10 employees
What industry does Obsidian Planning Solutions belong to?
Obsidian Planning Solutions is in the industry of: Finance, Securities Trading
What is Obsidian Planning Solutions competition?
Obsidian Planning Solutions top competitors include: Fischer Financial Group, EPG Services, Waterford Advisors, BeamaLife
What technology does Obsidian Planning Solutions use?
Some of the popular technologies that Obsidian Planning Solutions uses are: Q4, Cloudflare Rocket Loader, WooCommerce, WordPress.org
How do I contact Obsidian Planning Solutions?
Obsidian Planning Solutions contact info: Phone number: (301) 990-4395 Website: www.obsidianplanning.com
What does Obsidian Planning Solutions do?

Obsidian Planning Solutions specializes in personalized financial planning services tailored for business owners. They provide comprehensive strategies that encompass asset wealth management, estate planning, business continuity management, and succession planning. Their diverse clientele includes individuals, families, professionals, and business... owners, ensuring that all financial complexities are addressed. With over 35 years of experience, Obsidian is committed to fostering long-term client success and financial confidence.Read More

What are Obsidian Planning Solutions social media links?
Obsidian Planning Solutions Linkedin page Obsidian Planning Solutions Facebook page
Is Obsidian Planning Solutions a public company?
Obsidian Planning Solutions is private company therefore does not currently have an official ticker symbol
See more information about Obsidian Planning Solutions

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