PlanGroup Financial
Finance · Oklahoma, United States · 11-50 Employees
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Overview
Headquarters
6 NE 63rd St Ste 240, Oklahoma City, Okl...Phone Number
(405) 848-1099Website
www.plangroup.comRevenue
<$5 MillionIndustry
About PlanGroup Financial
Plan Group is an outsourced family office that specializes in custom investment management for high-net-worth and ultra-high-net-worth individuals, as well as financial institutions. They provide tailored financial solutions and bridge the coordination gap in wealth management, offering access to exclusive investment opportunities. As an independent firm, they prioritize their clients' goals and legacy, ensuring a fiduciary duty in their financial journey. With a focus on comprehensive strategies and continuous monitoring, Plan Group aims to redefine the modern family office experience.Explore more
PlanGroup Financial Org Chart
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Plan Group is an outsourced family office that specializes in custom investment management for high-net-worth and ultra-high-net-worth individuals, as well as financial institutions. They provide tailored financial solutions and bridge the coordination gap in wealth management, offering access to exclusive investment opportunities. As an independen... Read More
