Center Stage Planning

Scripting Your Financial Success Through Every Act of Life

Rooted in the Poconos. Serving clients nationwide.

Center Stage Planning is a fee-only fiduciary financial planning firm.

We work with individuals, couples, and families navigating the many moving parts of financial life, including retirement, investments, taxes, estate coordination, inherited wealth, and major transitions. Each piece is considered within the broader context of a client’s life, with clear guidance designed to bring structure to complex decisions.

Every client works directly with Patrick Graver, CFP®, receiving personal attention, clear recommendations, and ongoing guidance from an advisor legally and ethically committed to acting in their best interest.