The 3 Best Financial Planning Companies Around the Maui Area

Financial planning companies help individuals and families make informed decisions about money, investments and long-term goals. On Maui, these firms often work with clients whose financial needs reflect a mix of local business ownership, real estate considerations and multigenerational planning. The Financial Planning Company category in The Maui News’ Best of Maui contest highlights firms that residents trust for guidance, clarity and a steady approach to managing financial futures.

Hawaii Financial Services, LLC provides financial planning and investment advisory services focused on helping clients align their finances with long-term objectives. The firm works with individuals and families on strategies that address retirement planning, wealth management and overall financial organization. Its approach emphasizes personalized planning, allowing recommendations to reflect each client’s goals, timeline and comfort with risk.

Front Street Financial offers financial planning services designed to support both short- and long-term decision-making. The firm works closely with clients to develop strategies around investments, retirement and financial security, with an emphasis on ongoing relationships rather than one-time plans. By focusing on communication and consistency, Front Street Financial helps clients adapt their strategies as circumstances change.

The Maui Group – Morgan Stanley operates as part of a global financial services firm while maintaining a local presence in Maui. The team provides wealth management and financial planning services that draw on broader research and resources alongside individualized guidance. Its work centers on helping clients navigate complex financial decisions with structured planning and professional oversight.

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