A complete list of active advisors currently associated with Walden Financial

Warmer can help you find a great advisor at Walden Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at Walden Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.