Who We Are

At PQX Wealth Planning & Management, we’re more than just a financial planning firm—we’re your dedicated partner in achieving financial clarity and independence. We believe financial success isn’t just about numbers; it’s about building a future that aligns with your values, priorities, and aspirations.

PQX stands for Purpose, Quality, and Excellence—the guiding principles behind everything we do. We provide thoughtful, strategic financial planning that helps you make informed decisions with confidence. Our process is designed to simplify complexity, create financial security, and empower you to live life on your terms.

We recognize that no two financial journeys are alike. That’s why we provide personalized guidance and tailored strategies to help you:

  • Build a Secure Financial Future – Through comprehensive planning, including retirement, investments, tax, estate planning, and wealth preservation, we design customized roadmaps that align with your long-term goals.

  • Gain Clarity and Confidence – Financial decisions don’t have to feel overwhelming. We provide clear insights and expert guidance, helping you navigate key financial milestones with ease.

  • Achieve Peace of Mind – A well-structured financial plan allows you to focus on what truly matters: pursuing your passions, creating memories, and enjoying life with the people you love.

At PQX, we pride ourselves on a highly personalized, relationship-driven approach. Unlike large institutions, where clients can feel like just another account number, we take the time to truly understand you, your goals, and your vision for the future—providing hands-on guidance every step of the way. Through regular strategy sessions and ongoing check-ins, we ensure your plan evolves with you, adapting to life’s changes and new opportunities. Whether it’s a scheduled review or an in-depth conversation when you need it most, we’re here—to guide, refine, and optimize your financial strategy at every stage.

Bio

Craig Lipniskis, CFP®

Founder and Wealth Planner at PQX Wealth Planning & Management

With over 20 years of experience in the financial services industry, Craig Lipniskis has dedicated his career to helping individuals and families achieve financial independence and live life on their own terms. As a Certified Financial Planner® and the founder of PQX Wealth Planning & Management, he combines deep industry expertise with a high-touch, relationship-driven approach, ensuring that every client feels valued, heard, and supported throughout their financial journey.

Craig’s philosophy is built on trust, transparency, and shared purpose. He takes the time to truly understand each client’s unique needs, values, and aspirations, crafting personalized strategies that evolve with them over time. His commitment extends beyond financial planning—he fosters long-term partnerships that empower clients to make informed decisions with confidence.

Craig and his team's areas of expertise include:

  • Investment Management: Designing portfolios that grow and protect wealth.

  • Retirement Planning: Creating roadmaps to enjoy a secure and fulfilling retirement.

  • Estate Planning: Preserving legacies for future generations.

  • Wealth Preservation: Developing strategies to safeguard assets in an ever-changing financial landscape.

  • Risk Management: Identifying and mitigating potential financial risks to protect your future.

  • Income Tax Planning: Optimizing tax strategies to enhance overall financial efficiency and reduce tax burdens.

At PQX, Craig’s commitment to delivering exceptional service is matched only by his passion for empowering clients to make informed, confident financial decisions. He believes that financial planning is not just about managing money but about creating a life filled with purpose and peace of mind.

Craig is CERTIFIED FINANCIAL PLANNER® professional who holds a Bachelor of Science in Finance from the University of Dayton and a Personal and Family Financial Planning Certificate from the University of Florida. When he’s not working, Craig enjoys spending time with his family, diving into a great book, or exploring opportunities in real estate investing.