Walden Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Walden Financial provides investment management, financial planning, and financial coaching to individuals (including high-net-worth clients), retirement plans, charitable organizations, and businesses. The firm operates on a fee-only basis and manages portfolios across equities, fixed income, mutual funds, ETFs, municipal and government securities, and cash equivalents.
The firm’s investment process emphasizes asset allocation grounded in modern portfolio theory and uses a mix of passive and active fund strategies along with fundamental and technical analysis to tailor portfolios to clients’ risk tolerances and objectives. Walden Financial also offers socially conscious investing options when requested and incorporates ongoing plan monitoring and implementation into its advisory relationships.
Compared with many peers, the firm explicitly includes advisory annuity products — variable annuities, fixed indexed annuities, and RILAs — as part of its advisory services while disclosing it does not accept insurance commissions or trail compensation and generally bills such annuity assets at the policy level. It also provides a financial coaching subscription option aimed at clients early in the wealth-building process and extends ongoing financial planning to managed-account clients after the initial engagement, relying on an independent custodian for custody and trade execution.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $10,000 for first year clients, and $1,200 to $3,600 annually for ongoing planning.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$250 per hour for financial planning and financial coaching services.
Fee-only: Financial planning fees: $500 - $10,000 first year (fixed fee), $1,200 - $3,600 annually thereafter; hourly financial planning and coaching at $250/hour.
Main office
130 N. Prospect St., Suite A
Granville OH 43023
Advisors at this office
1
Most active in
Ohio
Also doing business as
Dandurand Financial Partners, LLC · Walden Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")