“To truly put clients first, we have to operate as advisors, not salespeople.”

Breanna Stott, Founder & CEO

Most financial service companies don’t operate this way.

So, we created Finwell. We’re a financial wellness company centered on helping you reach your financial goals, not company sales quotas. We meet you and your family where you are with a highly personalized approach to financial planning.

Learn more about our philosophy here.

The Finwell Team

Each member of our team brings a unique background of education, training and experiences to the table as we help you bridge the gap between the financial life you currently have, and creating the financial life you want to have. As a team of CERTIFIED FINANCIAL PLANNERS™, we are fiduciaries, meaning we legally have to (and want to!) put your interests first.

Learn more about our team here.