About Company

49 Financial is a values-based financial planning firm that partners with clients to build comprehensive, team-driven financial plans focused on simplifying complex financial decisions and helping clients do what they love with the people they love. 49 Financial provides personalized planning and wealth management services across client segments including professionals, pre-retirees, retirees, and high-net-worth individuals, leverages Charles Schwab as primary custodian, and emphasizes a collaborative, community-oriented approach under the guiding principle "Two Are Better Than One" to deliver clarity, confidence, and long-term financial guidance.

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