History

 

Master Plan Advisory, Inc. was founded, very fittingly, right around Independence Day, 1994 by Peter T. Palion, CFP®. After "earning his stripes" with some of the nation`s leading financial service firms, including Shearson Lehman Hutton and American Express Financial Advisors, Peter decided to form a practice free of proprietary product pressures and sales quotas. While large insurance companies and brokerage houses have recently acquired many previously independent firms, Master Plan Advisory, Inc. remains steadfastly dedicated to providing autonomous and objective advice.


If you presently work with someone not 100% committed to the highest levels of integrity, trust and service or do not have a financial advisor at all, consider requesting a complimentary initial consultation*. While the meeting is free and does not obligate you in any way, it may provide a valuable first or second opinion. To request your free consultation, call 800-489-8603 (toll-free) or click here.

 

*Please note: Master Plan Advisory, Inc. currently serves clients residing in New York, New Jersey, Pennsylvania, and Florida, with meeting locations available in Manhattan and Long Island.