Plattner Asset Management, located in Peoria, IL, is a fiduciary money management firm specializing in providing financial solutions for serious investors. Led by Mr. Brandon Plattner, a highly qualified and experienced fiduciary money manager, portfolio manager, financial advisor, and financial planner, the firm offers a range of services including individual, joint, and trust investment accounts, various types of IRAs, account consolidations, and referrals to CPAs and attorneys. With a focus on fiduciary discretion and ongoing monitoring of market risk, Plattner Asset Management aims to provide personalized and comprehensive financial planning and investment strategies to help clients achieve their financial goals.
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