Walsh Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,941,508
Clients
53
Advisors
2
of 2 employees
About
Walsh Advisors provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $82 million in discretionary assets for a client base of about 53 relationships with a two-advisor team. The firm offers discretionary portfolio management alongside financial planning and consulting, including both one-time and ongoing subscription-style planning options.
The firm constructs customized investment strategies based on an initial suitability assessment and ongoing monitoring, rebalancing portfolios as client circumstances or market conditions change. Its methods include fundamental and technical analysis and may use long- and short-term positions, option strategies, and periodic short-term trading when deemed suitable.
What is uncommon for a firm of this size is the formal subscription model for financial planning alongside traditional AUM billing, with multi-tier service levels and scheduled plan updates. Walsh Advisors also advises on a broad range of investments — including private equity funds, REITs, and options contracts — and its small advisor team and client base suggest relationships are managed with a relatively concentrated client workload.
Client services
Expertise
Fee options
$0 - Not explicitly stated, but implied by tier structure: Starting at 1.00% annually with decreasing rates as assets increase (exact tiers not fully detailed in brochure)
Gold Financial Planning Subscription: $59/month; Platinum Financial Planning Subscription: $79/month
Fee-only: One-Time Financial Planning Subscription: $500 one-time fee; Gold Financial Planning Subscription: $59 per month ($708 per year); Platinum Financial Planning Subscription: $79 per month ($948 per year)
Main office
503 E. Summit Street, Suite 1 B
Crown Point IN 46307
Advisors at this office
2
Most active in
Indiana · Michigan · Texas
Also doing business as
Walsh Advisors · Walsh Advisors Inc. · Walsh Financial Services · Walsh Financial Services, Inc.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Cynthia W
Series 63, Series 65
Crown Point, IN
Walsh Advisors
Cynthia Walsh is a financial advisor at Walsh Advisors with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Walsh Advisors since 1999, with additional roles at the University of Chicago and DePaul University. Walsh serves on the boards of the Crown Point Community Foundation, LendingOne, and Chimera Investment Corporation, a real estate investment trust. Walsh Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and employs a range of investment strategies including fundamental and technical analysis, options trading, and allocations to alternative investments.
Owen R
Series 65
Crown Point, IN
Walsh Advisors
Owen Rush is a financial advisor at Walsh Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Northwestern Mutual and operating his own firm, Rush on Investments, LLC. Walsh Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $73.5 million in client assets and offers both comprehensive one-time plans and ongoing subscription-based planning, utilizing a range of investment strategies including fundamental and technical analysis, options, and alternative investments.
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