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The Perspective Group

The Perspective Group LLC

Mission protected

Yes

Meets the PBC Index standard

Protected through

  • Certified B Corporation

What they do

The Perspective Group provides financial planning services through CFP professionals for individual clients.

Mission statement
The company operates under a framework of being 'best for the world,' prioritizing social and environmental impact alongside financial performance for its clients and community.

Status

Private

Industry

Financial Services & Fintech

Headquarters

Lawrence, Kansas

Founded

2013

Sources (3)

Added 2026-06-07 · last updated 2026-06-07Informational only; not legal advice. Verify against the sources above before relying on this entry.