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Bellingham’s Financial Plan Inc. moving to Barkley District

A financial firm is moving from downtown to the Barkley District.

Financial Plan Inc. will be in its new, larger space at 2115 Barkley Blvd., Suite 101 on Wednesday, Oct. 1. The company has been in its downtown space on Holly Street for 17 years, according to a company news release.

“It’s time for a space that fits our growing staff and better serves the needs of our clients,” Financial Plan CEO James Twining said in the news release. “We have been steadily growing over the last few years and intend to continue on that same trajectory.”

The Barkley space will have 2,500 square feet of space, double the size of the downtown office. The six-employee company is expected to add at least two more people in the coming year, said Stephanie Wolf, director of marketing. Customers shouldn’t notice any other changes to the company.

Financial Plan is an independent, full-service investment advisory firm. Details about the company can be found at financialplaninc.com.

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