About Us

Founded in 2005, Long Green Planning Group is a locally owned, independent financial services firm located in Fort Collins, Colorado. The founders opened the doors with the intent to establish a firm that emphasized the building of lasting relationships with clients based on fiduciary responsibility, integrity, transparency, and comprehensive personalized service.

Operating as an independent firm allows us to embrace these core principles while providing objective and unbiased investment management and ‘issue specific’ wealth planning. We are particularly proud of the long-term stability of our client base and their success. The managing partners have taken active measures to ensure independence and a smooth transition of leadership for a long time to come.

A team of professionals work with every client, offering a high degree of personalized and qualified service. We welcome the opportunity to discuss your financial needs and objectives.

Learn more about how we work.