Finwell , Inc

Finwell is a fee-only financial planning and private wealth management company devoted to helping you reach your financial goals. Simply put, Finwell’s mission is to work with people who want to achieve something great with their money. As of 2024, Finwell's new client minimum for private wealth management is $1mm. Finwell offers a variety of financial services, including financial planning, wealth management, and financial education services. Finwell's highly experienced team provides unbiased fiduciary advice with accessible pricing that is aligned with their high quality of service. Team member credentials include CERTIFIED FINANCIAL PLANNER™, MBA and investment advisors. The firm’s core values are to: 1) Always put you and your goals first, 2) Communicate with you often, 3) Provide actionable and relevant advice, and 4) Teach, not preach. Finwell is proud to be founded by women, owned primarily by employees, and involved in pro-bono financial literacy for their communities.