Narrow Road Financial Planning
Narrow Road Financial Planning
Serving Clients Nationwide
Fee-only, faith-driven financial planning rooted in your best interests
Primary Advisor Locations
Tj Binkowski
Sam Flaten, CFP®, ChFC®
Narrow Road Financial Planning
Locations
📍 Eau Claire, Wisconsin
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
About Narrow Road Financial Planning
At Narrow Road Financial Planning, our philosophy is built on being fee-only and fiduciary, ensuring your best interests are always our priority. With “skin in the game,” our success is tied to yours—we’re incentivized to grow your wealth, not driven by commissions or sales.As a faith-based firm, we embrace values like stewardship, self-sufficiency, and positively impacting our community, focusing on meaningful financial goals rather than fleeting luxuries.
Our novel & proven investment strategies deliver both, so you can worry more about how to spend your money rather than "if you can".
Our Solutions
✔️ Novel Investment Strategies Without Minimums
We offer sophisticated investment strategies used by high net worth individuals but without the asset minimum price tag.
✔️ Investment Management
We use a dynamic approach to managing investments for our clients —and ourselves. Our process focuses on strategies with over 100 years of research validation & are grounded in human psychology.
✔️ Diversification
Our portfolios are great as a standalone investment or paired with other strategies. Their uncorrelated ("different") returns make them a fantastic addition alongside buy-and-hold, real estate or small business holdings.
How We’re Different
While Tj brings deep expertise in investment management, Sam leads the Planning side of the firm—creating the financial blueprints that support the investment strategy and everything else.
This division allows us to do what we each do best—Tj stays focused on market strategy, while Sam helps our clients navigate life with a holistic and intentional plan.
We also offer specialized paraplanning services to other advisors and provide pro bono planning for individuals in need. It’s part of our commitment to faithful stewardship and community care.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Christians
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Military
- Newly Engaged / Newlywed
- Parents
- Veterans
- Young Families
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