Family Moments

Curated financial planning
and wealth management.

By humans, for humans.

Trusted advisor to hundreds of individuals and families.

 

Invest with intelligence.

Optimized investment portfolios designed to help you reach all of your goals, big and small.

Create better financial habits.

Personalized insights and guidance on how to revolutionize the way you think about money.

Features and Benefits

Advice from CFP® professionals.

Our CFP® pros have thousands of hours of experience, and are legally required to give you unbiased advice.

Intentional saving strategies.

Strike a balance between enjoying today's lifestyle while meeting tomorrow's financial goals.

Get on track. Stay on track.

Your financial goals are important. Let us help you get on track and stay on track.

Top-tier tech experience.

We only work with the best tech partners, helping us keep our fees low and our service level high.

We Offer

Investment Management

Reach your investment goals efficiently and on your terms.

 

We combine industry leading technology and behavioral finance strategies to give you a top-tier investing experience.

Financial Planning

Create a comprehensive financial plan to gain peace of mind about your current and future financial life.

 

Work with a dedicated CFP® to set financial goals and create an action plan to make them a reality.

Financial Coaching

Single-goal financial coaching on a specific area of your personal finances.

 

Meet with a CFP® for 45 to 60 minutes for guidance on topics such as wealth building, retirement, budgeting, or anything else that's on your mind.

Not sure where to start?

Click below to schedule a 15 minute consultation.

Why Finwell?

Unbiased advice,

like it should be.

Finwell is a registered fiduciary, meaning any advice we give you is in your best interest.

We don't receive commissions, kick-backs, or sales-based bonuses for advising you. This allows us to have an open and transparent advisory relationship.

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Just about anyone can call themselves a “financial advisor” without any formal training or education.

Finwell’s team is highly credentialed and experienced, consisting of MBA’s, CFP®’s, a CFA® charterholder, and an EA. 

Highly credentialed, educated,

and experienced advisors.

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While most wealth management firms require minimum balances and high fees, we don't.

 

We designed our pricing to be accessible and aligned with our high quality advice.

Fair, honest pricing.

Frequently asked questions

Is Finwell a fiduciary?


Yes, Finwell is a fiduciary.




Is Finwell a fee-only advisor?


Yes! Finwell is fee-only. We do not earn commissions by giving you advice.




Are there minimum balances to work with Finwell?


No. We do not require minimum balances or minimum net worth to work with us.




What is a CFP®?


A CFP®, or CERTIFIED FINANCIAL PLANNER™, is an advisor that has achieved the gold standard credential of financial planning. If your advisor is a CFP®, that means they have thousands of hours worth of experience, have completed a series of courses about financial planning, passed a rigorous exam, and is legally obligated to act in clients best interest.





Contact us

Schedule a 15 minute consultation here.

Thanks for reaching out! A Finwell team member will be in touch soon.

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Main Office

16030 Ventura Blvd #240
Encino, CA 91436
United States

Other Locations Nationwide

Nashville, TN

Raleigh-Durham, NC

Finwell, Inc. is an Investment Adviser registered with the State of California and North Carolina. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Finwell, Inc. cannot act on any requests to authorize, direct or effect the purchase or sale of any security, wire transfer, or to affect any other transactions verbally or in writing, unless Finwell, Inc. is hired as your investment advisor.  Such requests, orders, or other instructions should be sent to and confirmed by your investment management firm. If Finwell is hired to be your investment advisor, please call your representative or email them directly for instructions to complete your request.  We are unable to ensure email sent to you from us, or sent from you to us will be received. Please contact us at membership@finwellbenefits.com  if there is any change in your financial situation, needs, goals or objectives. Additionally, we recommend you compare any account reports from Finwell, Inc. with the account statements from your Custodian, financial advisor or investment management company for accuracy and updated information. Our current disclosure brochure, Form ADV Part 2, is available for your review here. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.