Personalized Investment Plans by Exponent is a full-service wealth advisory firm that provides comprehensive financial planning services to individuals and families. Its experienced professionals provide unbiased advice, tailored strategies and objective recommendations to help clients achieve their long-term goals. They are well-versed in a wide range of investment vehicles and utilize advanced tools and techniques to manage risks and optimize portfolio performance. Exponent also offers tax planning and retirement services.

The company has a reputation for offering reasonable fees and transparent pricing schemes. Its advisors are also open to flexible pricing structures that fit within the limits of a client’s budget. They are aware of the fact that not all investors have equal financial circumstances and can be flexible with their fees, which can save a client money in the long run.

Understanding Behavioral Finance: How Emotions Affect Investments

In 2022, Exponent bought into the Kingsbridge Healthcare Group (“KHG“) private healthcare provider in Northern Ireland and the Republic of Ireland, its eighth “platform” deal on the island of Ireland, after buying Michael Burke’s Chanelle Pharma in Galway, Gerry Barry’s payment company Fintrax in Belfast and Dublin-based data centre designer Ethos Engineering in 2021. It has also made four times its original investment in payments firm Planet Payment and over 3.5 times its initial investment in Enva, the environmental services business that it carved out of quoted distribution group DCC in 2017.

The company is scheduled to report its Q4 and fiscal year 2024 results on February 6, 2025, followed by a conference call. A telephonic replay and archived webcast will be available following the presentation.