Passport Wealth Management

It’s your life.

Our Mission

We help people live with passion, turning inspiration into reality.

Our dynamic CFP® Professional team provides financial planning that is tailored to your unique situation on a fee-only basis.

Business owners and professionals know sound advice can avoid future pitfalls. Let us help grow your legacy.

Retirement can be one of the most important phases of life, let us help you make smart choices to protect your future.

We work with families in every stage of life – it is never too late or too early to make sound financial decisions.

As a fee-only comprehensive financial planning firm, we work together with our clients to achieve their financial goals.

We provide personalized financial advice that is competent, professional and follows industry best practices.
We know the trust of our clients is our number one asset.
We collaborate with a family’s attorneys, CPAs, and other professionals.

Marcie Lord2023-08-14T15:07:48+00:00

Schedule a consultation to speak with a fee-only financial planner.

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