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A Fee-Only Financial Advisory Firm

Dedicated to helping families and individuals develop a financial plan to achieve their goals so they can have more time to live life on their terms.

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About Alex & Planning Trail Investments

Planning Trail Investments was founded by Alejandro Carvalho, CFP® in late 2019 to help families and individuals understand their personal and financial circumstances, and to work with them to develop financial strategies in alignment with their life goals.


We believe that Financial Planning is not just about the destination, but also about the journey. And that’s why we want to find that balance between not worrying about life after retirement and enjoying pre-retirement life within our means.


The firm was born with the mission to always do the right thing. The business model we chose allows us to set the values of integrity and honesty at the core of every step within our financial planning process.

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Planning Trail Investments is here to preserve and enhance your financial peace of mind.

The Planning Trail Investment Difference

As an independent investment advisor, we aim to simplify our clients’ lives and help them create, preserve and enhance their financial peace of mind.

Fee Only

We don’t receive compensation by selling financial products. We’re compensated for providing you advice with your best interests at heart.

Customized

Each family and individual is unique. Our solutions and plans are developed specifically for your personal and financial circumstances.

Flexible

Meet at the office or virtually. We know your time is valuable, therefore we make ourselves available based on your needs and schedule.

Relatable

We believe you deserve to be heard and understood, and also to have the opportunity to be informed about the choices you make for your financial life.

Ready to align your resources with your goals?

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