Financial planning & investment management

for working professionals

for retirees

for women of influence

for widows/widowers

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.

Wela at a Glance
$505
million of assets under management (Jan 2024)
12.5
average # of years clients have worked with Wela
8
highly-experienced
team members
3
certified financial planners

We do our best work for a select group of people

Through decades of service, we've found that there are unique & impactful decisions to be made at certain points of life:
Working Professionals
You're experiencing exciting transformations in your career & life. We can help plan for it
Pre Retirees/Retirees
Our objective is to simplify retirement through hands-on financial advice & education
Widows/Widowers
Tough times shouldn't be made more difficult because of your life and financial situation

Our Process

A quick look at our straightforward process for getting to know Wela and becoming a client.

Let's Talk

Digital Form
1-3 Minutes

  • Answer a few simple questions from our Let's Talk Form
  • We will reach out to you within one business day to schedule a preliminary chat

Preliminary Chat

On Zoom
20 - 30 minutes

  • Reconfirm your top reasons for seeking guidance
  • Answer your initial questions
  • Explain our straightforward process
  • Discuss our next steps if we both feel there may be value working together

Discovery Meeting

In Person or Zoom
45-60 Minutes

  • Understand your top financial and emotional reasons for seeking help
  • Collect all needed data to build your personalized financial plan
  • Know your financial goals, pain points, and what success looks like for you
  • Review our next steps, services, and pricing

Plan Presentation

In Person or Zoom
45-60 Minutes

  • Present your tailor-built, goal driven financial plan
  • Show you our recommendations based on your specific situation
  • Offer our proposal for how we can partner together to improve your financial landscape
  • Take your time deciding if we should partner together OR if you will self-implement

You're a Wela Client

1-30 days
Serving clients locally and nationwide

  • Sign necessary client, compliance, and transfer forms
  • Provide you with all resources you need for a confident and successful partnership
  • Feel welcomed, informed, and educated
  • Know what it means to be a Wela Client and what to expect going forward

Ongoing Service

Take a look at what happens after becoming a Wela client
90 day review

Confirm our relationship, services, accounts, and expectations are aligned.

Six Month Check-In

Wellness check that our relationship is working as intended.

Annual Review

Make sure your financial plan and investment accounts are working in synergy.

As Needed

calls, emails, in person, or Zoom meetings. We're always here for you.

The Wela Way

There's financial planning, and then there's the Wela Way:
Independence
  • Registered investment advisor

  • Held to fiduciary standards

  • Work for the sole benefit of our clients

Investment Philosophy
  • We have firm convictions

  • We are disciplined and keep a long-term perspective

  • Fundamental investing, not market timing

Pricing
  • Our fees are lower than industry averages

  • No commissions

  • No trade costs

Communication
  • Keep you informed & updated

  • Speak in clear & simple terms

  • Prompt & thoughtful responses to your needs

Technology & People
  • 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

Meet the team

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.

Read the Bios