Service title
Who is this service for? This is a short and sweet blurb to capture attention and educate.
There's room for as much detail as you need, but remember that there's more to say in the benefits section and down the page.
Cost or other critical information.
Benefit one
Finwell is a fiduciary, meaning we only give advice that is in your best interest.
Benefit two
We designed our pricing to be accessible and aligned with the high-quality advice we give you.
Benefit three
Finwell’s team is highly credentialed and experienced, consisting of CFP®’s, a CFA, an EA, and a PH.D.
Built For You
We assess the risk you can and should take with your investments, before recommending a strategy.
Carefully Researched
We thoroughly screen investments and choose only those with
top-tier ratings.
Cost-Efficient Investments
We choose competitively priced investments, keeping your fees low.
Diversified Portfolios
Thoughtfully created based on asset class, fund managers, and different types of securities.
Risk-Aware Portfolios
Designed to minimize loss potential and maximize gain potential.
Human Guidance
Meet with your dedicated CFP® to review performance relative to your goals.
Here's how to get started.
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Is Finwell a fiduciary?Yes, Finwell is a fiduciary.
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Is Finwell a fee-only advisor?Yes! Finwell is fee-only. We do not earn commissions by giving you advice.
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Are there minimum balances to work with Finwell?We do not require a minimum balance to work with Finwell in a financial planning capacity. We do require minimum balances for our investment management services.
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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. They also have continuing education requirements and high ethical standards.