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Michael W

Series 65

Sublimity, OR

Walsh Financial LLC

Michael Walsh is the principal of Walsh Financial LLC, an independent advisory firm, and holds a Series 65 designation with one year of industry experience. Prior to founding his firm in 2025, he worked at the Oregon Department of Transportation from 2015 to 2017 and has been self-employed since 2012. Outside of financial advising, he provides remote personal fitness training, which accounts for about 15% of his time. Walsh Financial LLC offers fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines portfolio management with integrated financial plans, utilizing a blend of fundamental, technical, and cyclical analysis within a modern portfolio theory framework and employs both passive and active investment vehicles.

Wealth management Business ownership considerations College savings (529s, UTMA, etc.)
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