About

For generations, the Platt family has been a steadfast guide for families and individuals navigating their financial journeys. The Platt name stands as a beacon of reliability, built on a foundation of common sense, honesty, and genuine care for our clients. Our culture is rooted in practical, empathetic service, enriched by lived experiences and a touch of humor to make the financial journey a bit lighter.

In 2001, Douglas Platt Investment Counsel, LLC was established with a clear mission: to provide clients with straightforward, dependable investment counsel. In 2013, the firm evolved into Platt Investment Counsel, LLC, marking a new chapter with a renewed commitment to our core values. This change symbolized the continuity and growth of our family’s dedication to serving your family’s financial needs.

We believe in keeping things super simple. Our strategies are designed to deliver competitive returns over the long term while ensuring you maintain control and liquidity of your assets. Your needs always come first. We are here to provide clarity and comfort through consistent communication and availability, including evenings and weekends.

At the heart of everything we do is a commitment to building trust through integrity and reliability. We value our client relationships above all else, focusing on what truly matters—helping you achieve your financial goals and enjoy life to the fullest. Whether you’re planning for retirement, supporting your family, or simply looking to grow your wealth over time, we are here to guide you every step of the way.