Reynolds & Reynolds is a financial planning firm founded in 2011 by Devon and Shad Reynolds that emphasizes client-focused, fee-based planning to help families achieve long-term financial wellbeing, regardless of asset size. They serve government employees, corporate employees, and practicing professionals, integrating benefits into a comprehensive portfolio through a collaborative, team-based approach. Their process follows a structured path—Introduction, Discovery, Analysis, Delivery, and Implementation—with progress meetings and ongoing contact to keep plans proactive, and they note that implementing certain products may incur commissions or fees outside the planning fee, with broker background checks available via FINRA's BrokerCheck.
AI named Reynolds & Reynolds Financial Partners in February 2026.