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Our Firm

bull and bear

Master Planners and Associates is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets.

Our firm works exclusively on fee-based compensation, and offers first class investment research, disciplined portfolio management, and prudent investment advice provided by knowledgeable and experienced advisors. Our portfolios are designed to meet the needs of each of our clients. As a wealth management firm, tailored strategies that meet clients needs is our highest priority.


Photo, Ross Oder
Processed by ToddShots Photography