Planning Trail Investments LLC is an independent, fee-only financial planning and advisory firm founded in 2019 by Alejandro Carvalho, CFP®. The firm works with families and individuals to understand their personal and financial circumstances and develop strategies aligned with their life goals. Its planning focus includes preparing for retirement and funding education, while helping clients balance future security with enjoying life before retirement.

As a fee-only firm, Planning Trail Investments does not receive compensation from selling financial products; clients pay for advice designed to serve their best interests. The firm emphasizes integrity, honesty, and personalized guidance, recognizing that each client’s needs and resources are different. Its services are intended to help clients create, preserve, and enhance financial peace of mind, and to make informed choices about their financial lives. Clients can meet with the firm in its office or virtually, with scheduling designed to accommodate their needs. Planning Trail Investments aims to simplify financial decisions and help people align their resources with their goals, so they can spend more time living life on their own terms.