Itineris Financial Advisors LLC

itineris financial advisors is an independent wealth management firm providing comprehensive financial planning, investment management, and personal financial consulting services to professionals and entrepreneurs who are experiencing midlife career change and/or other notable transitions. our firm’s mission is to help eliminate the financial anxiety that often arises for people who are in the midst of personal or professional shifts. the unbiased advisors of our firm develop and implement customized financial strategies that strive to improve our clients’ confidence in their short term and long term financial welfare. securities and advisory services offered through lpl financial, a registered investment advisor. member finra/sipc. third party posts found on this profile do not reflect the views of lpl financial and have not been reviewed by lpl financial as to accuracy and completeness. the lpl financial registered representative associated with this page may only discuss and/or