PlanWise Financial Group

PlanWise had the honor of sponsoring Hope Full Farm TX’s inaugural Farm to Fork Junior Chef Challenge! It was an incredible day filled with passionate people supporting a mission to address food insecurity through regenerative agriculture.

Thank you to our thoughtful and community-minded clients who attended. We’re grateful to the entire team at Hope Full Farm, the talented junior chefs, dedicated farmers, and the amazing Christine Messina, Audrey Pendergrass, and Mary Genova who made it all possible.

We’re so thankful to have been part of such a meaningful event and can't wait for next year!

Click here to learn more: https://www.hopefullfarm.org/

Another fantastic PlanWise client event in the books! There’s nothing better than ending a summer day surrounded by great people and meaningful conversations. Here’s to our team, our clients, and the moments that make it all worthwhile! 🥂

We are thrilled to celebrate six months since the merger of PlanWise Financial Group and Prudence Financial of Sudbury, Massachusetts! We proudly welcomed Theresa Rosen, financial advisor, to our talented team. Her knowledge has been invaluable as we continue to grow and serve our clients.

Operating out of Austin, TX, and Danvers and Sudbury, MA, we remain steadfast in our commitment to your financial success. This expansion continues to enhance our ability to serve clients better than ever.

Please enjoy a few photos of our fantastic team—we’re so grateful for them! 💙🤝