Sieben Wealth Planning LLC

Sieben Wealth Planning serves individuals (including high-net-worth clients), families, trusts, estates, businesses, and retirement plans, offering customized wealth management, financial planning, and retirement-plan advisory services. The firm constructs portfolios using ETFs, mutual funds and, when appropriate, individual stocks and bonds, and provides discretionary portfolio management alongside written or project-based financial planning.

The firm’s investment approach is primarily long-term, combining fundamental and technical analysis while permitting shorter-term transactions for rebalancing, tax harvesting, or to meet client cash needs; it seeks fund share classes that avoid trading costs when possible and may retain legacy holdings for portfolio fit or tax reasons. Sieben Wealth Planning may recommend unaffiliated independent managers and conducts initial and ongoing oversight, with formal account reviews at least annually and custody relationships facilitated through Fidelity’s institutional platform.

Distinctive features include a small advisor team managing roughly $161 million for about 86 clients, producing a relatively high assets-per-client profile while generally not imposing a minimum relationship size. The firm’s institutional arrangement with its custodian includes platform services and reimbursed support tied to the firm’s launch—economic benefits disclosed in its brochure—and it also acts as an ERISA fiduciary for retirement-plan clients, a combination less common among firms of this scale.