Avid Planning, located in St. Petersburg, Florida, is a boutique financial advisory firm specializing in purpose-driven financial plans for mid-career, high-income professionals and couples. Founded in 2013 by advisors Jack Arnold, CFP®, and David Harpool, AAMS®, the firm focuses on aligning clients’ financial strategies with their personal values and life goals.

Their comprehensive services include investment management, retirement and estate planning, and insurance reviews, all tailored to individual client needs. Avid Planning emphasizes a collaborative, empathetic approach, helping clients navigate financial complexities and achieve clarity and confidence in their financial decisions.

Client testimonials highlight the firm’s commitment to personalized service and the positive impact of their guidance on clients’ financial well-being.