InvestEdge Planning is a fee-only fiduciary financial advisory firm serving clients in California and Arizona, including virtually. Led by Certified Financial Planner Shannon Grey, the firm offers personalized guidance to mid-career professionals, retirees, women and couples, and families. Its approach starts with financial planning and is tailored to each client’s goals, risk tolerance, and circumstances, with an emphasis on tax efficiency, transparency, and ongoing support.

Services include financial and retirement planning, investment and asset management, forward-looking tax planning, equity compensation, college savings, insurance reviews, and estate planning. Clients may choose a one-time plan for a flat fee, with a monthly payment option, or a Complete Wealth Plan that combines a custom plan with ongoing investment management and guidance. The firm also works with Trust & Will to provide a Revocable Trust or Will at no additional cost as part of a plan, or can incorporate a client’s existing estate plan. InvestEdge Planning aims to help clients prepare for retirement, make informed financial decisions, and manage their wealth with greater confidence.