Finish Well RIA LLC
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About
Finish Well RIA LLC provides investment advisory services to individual and high‑net‑worth clients, focusing on ongoing portfolio management and investment planning; the firm prepares an Investment Policy Statement for each client and offers financial planning only to existing portfolio management clients. Its advice generally covers mutual funds, fixed income, equities, exchange‑traded funds (including precious‑metal ETFs), annuities and Treasury inflation‑protected securities, and it manages accounts on both discretionary and non‑discretionary bases.
The firm follows Modern Portfolio Theory with a long‑term trading orientation, documenting risk tolerance and objectives in an IPS and conducting at least quarterly account reviews; it also treats retirement account advice under a fiduciary standard. Clients are required to custody assets at Schwab Institutional, and the firm does not aggregate or bunch trades for multiple client accounts.
Distinctive features include the firm’s principals’ licensure to sell insurance and operation of affiliated insurance businesses, a relationship the firm discloses and monitors to address attendant conflicts of interest when insurance or annuity products are recommended. Finish Well also does not rely on percentage‑of‑AUM fees, instead negotiating fixed portfolio management fees, and has recently transitioned to SEC registration, which may differentiate it from many peers.
Client services
Expertise
Fee options
Minimum fee: Fixed portfolio management fees negotiated between $500 - $10,000 per year Fee-only: Fixed portfolio management fees as stated above, no commissions accepted
Main office
1 E Campus View Blvd, Ste 250
Columbus OH 43235
Advisors at this office
2
Most active in
Florida · Mississippi · Ohio · Texas
Also doing business as
Finish Well · Finish Well Retirement · Finish Well Ria · Finish Well Ria LLC · Fwr
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Peter T
Series 65
Columbus, OH
Finish Well RIA LLC
Peter Toth is a financial advisor at Finish Well RIA LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC for five years. In addition to his advisory role, he owns and operates Moon Rock Wealth Management, where he is involved in insurance sales. Finish Well RIA LLC provides investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning grounded in Modern Portfolio Theory. The firm offers customized Investment Policy Statements and conducts regular account reviews, managing accounts under a fiduciary standard with a fixed-fee structure.
Shawn H
Series 65
Columbus, OH
Finish Well RIA LLC
Shawn Hogan is a financial advisor with Finish Well RIA LLC in Columbus, OH, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Golden Reserve, American Financial Education Alliance, AE Wealth Management, and Moon Rock Wealth Management. He is also owner of several affiliated businesses providing insurance and Medicare services to support holistic financial planning. Finish Well RIA LLC offers investment advisory services to individual and high-net-worth clients, focusing on portfolio management and investment planning with a long-term approach based on Modern Portfolio Theory. The firm provides financial planning to portfolio management clients, operates under a fiduciary standard, and incorporates licensed insurance services with transparent conflict-of-interest disclosures.
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