Tranquil Path Financial Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

59 Marko Ln, Independence, Ohio, 44131, ...

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Tranquil Path Financial Planning

Tranquil Path Financial Planning is a woman-owned, fee-only financial planning firm based in Independence, OH, specializing in investment management, retirement planning, tax planning, and special needs planning. The company focuses on providing holistic financial guidance, particularly for individuals with disabilities and their families, helping them navigate complex financial decisions. With a commitment to building long-term partnerships, Tranquil Path aims to create customized financial plans that prioritize clients' dreams and goals. Led by Britta A. Koepf, a certified financial planner, the firm emphasizes a holistic approach to financial planning that fosters joy and fulfillment.Explore more
Tranquil Path Financial Planning's Social MediaPopular SearchesTranquil Path Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Tranquil Path Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Tranquil Path Financial P...

$5.3M
1-10
Private
-
2022
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
-
NT
Nancy TattersallCertified Financial Planner
<$5M
1-10
Private
-
1982
RM
Robert MaloneyManaging Member
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Tranquil Path Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Tranquil Path Financial Planning Tech Stack

A closer look at the technologies used by Tranquil Path Financial Planning

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Frequently Asked Questions Regarding Tranquil Path Financial Planning

What is Tranquil Path Financial Planning's official website?
Tranquil Path Financial Planning's official website is www.tranquilfp.com
What is Tranquil Path Financial Planning's Revenue?
Tranquil Path Financial Planning's revenue is $5.3 Million
What is Tranquil Path Financial Planning's SIC code?
Tranquil Path Financial Planning's SIC: 62,628
What is Tranquil Path Financial Planning's NAICS code?
Tranquil Path Financial Planning's NAICS: 52,523
How many employees does Tranquil Path Financial Planning have?
Tranquil Path Financial Planning has 1-10 employees
What industry does Tranquil Path Financial Planning belong to?
Tranquil Path Financial Planning is in the industry of: Finance, Securities Trading
What is Tranquil Path Financial Planning competition?
Tranquil Path Financial Planning top competitors include: Hargrave Fiduciary Advisors, Special Abilities Network, Pinnacle Retirement & Financial Planning, True Life Financial Planning
What technology does Tranquil Path Financial Planning use?
Some of the popular technologies that Tranquil Path Financial Planning uses are: Squarespace Online Stores, Adobe Typekit, ASP.NET, Calendly
What does Tranquil Path Financial Planning do?

Tranquil Path Financial Planning is a woman-owned, fee-only financial planning firm based in Independence, OH, specializing in investment management, retirement planning, tax planning, and special needs planning. The company focuses on providing holistic financial guidance, particularly for individuals with disabilities and their families, helping... them navigate complex financial decisions. With a commitment to building long-term partnerships, Tranquil Path aims to create customized financial plans that prioritize clients' dreams and goals. Led by Britta A. Koepf, a certified financial planner, the firm emphasizes a holistic approach to financial planning that fosters joy and fulfillment.Read More

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

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