Dependent Financial Planning Revenue

Financial Services • Edgewater, Maryland, United States • 1-10 Employees

Dependent Financial Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Dependent Financial Planning

Elizabeth Yoder

Owner Financial Advisor

Company overview

Headquarters	Edgewater, Maryland, United States
Website	dependentfinancialplanning.com
NAICS	52
Keywords	Tax Planning, Special Needs Planning, Financial Planning, Investment Management, Social Security Planning, Community Networking, Benefits Analysis, Disability Planning
Founded	2023
Employees	1-10

About Dependent Financial Planning

We are a financial planning practice specializing in solutions for families with special needs dependent children of all ages. Our company was founded on a simple belief: families with special needs children require specialized financial planning guidance and support. Our founder and Certified Financial Planning® professional, Liz Yoder, knows firsthand what it is like to care for a special needs dependent, having experienced the joys and challenges of caregiving in a community-based group home for adults with intellectual disabilities. This passion drives our commitment to provide compassionate, personalized financial services to parents and families who share similar experiences.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Dependent Financial Planning has never raised funding before.

Frequently asked questions

Dependent Financial Planning is located in Edgewater, Maryland, US.

Dependent Financial Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Dependent Financial Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Dependent Financial Planning was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.

Dependent Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Dependent Financial Planning

Elizabeth Yoder

Owner Financial Advisor

4.8

40,000 users