Since 1976, Croxall Capital Planning has been committed to providing high quality, personalized portfolio management and financial planning services to individuals and families. No matter if you are just getting started in your career or are looking to retire, we can help.
We create strategies that are tailored to your needs and goals.
Guided Wealth Portfolios ("GWP") is our digital investment platform that
combines the benefits of a personal financial advisor with sophisticated technology.
Years of experience have prepared us to guide you through your life transitions.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a member FINRA/SIPC.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
1Accounts under $10,000 have an annual small account fee.