The investment world has a history of ignoring the needs of those most important, their clients. Wela Financial Advisory was founded in direct response to that trend, choosing to serve clients with courtesy, candor, and care.
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Get to know more about you, gather necessary details relating to your life, finances, and goals in order to build your financial plan.
Let's TalkReview your tailor-built financial plan. Discuss how to best implement your financial plan.
Engage in our investment management services. Our minimum is $500,000.
Confirm our relationship, services, accounts, and expectations are aligned.
Wellness check that our relationship is working as intended.
Make sure your financial plan and investment accounts are working in synergy.
Phone calls, emails, episodic meetings when life happens, we're always here for you
Registered investment advisor
Held to fiduciary standards
Work for the sole benefit of our clients
We have firm convictions
We are disciplined and keep a long-term perspective
Fundamental investing, not market timing
Our fees are lower than industry averages
No commissions
No trade costs
Keep you informed & updated
Speak in clear & simple terms
Prompt & thoughtful responses to your needs
Modern Technology, Old Fashioned Service
We use technology to engage our clients, not avoid them
We use our technology and people to better serve you
We started our journey in 1987. In over three decades of practice, we have strived to provide our clients with the highest level of service at fees below the industry average. We have seen clients through many market cycles and have developed close relationships that span generations.
Financial planning & investment management