A complete list of active advisors currently associated with Walsh Financial LLC
Warmer can help you find a great advisor at Walsh Financial LLC or one who fits your needs even better.
Walsh Financial LLC provides fee‑only investment management and financial planning services to individuals, high‑net‑worth clients, charitable organizations, and businesses, combining portfolio management with integrated financial plans as part of its wealth management offering. The firm reported $45,085 in discretionary assets under management and conducts advisory activities through a single principal. The firm's investment process draws on fundamental, technical, and cyclical analysis within a modern portfolio theory framework and employs both passive and active vehicles while exercising discretionary trading authority consistent with client‑imposed restrictions. Walsh Financial offers both ongoing and project‑based financial planning, and project work can be billed as a fixed fee or hourly (the brochure lists an hourly rate of $250); wealth management clients may receive a financial plan at no additional cost. Notable deviations from typical investment‑manager peers include a stated program of educational seminars and speaking engagements (fees listed from $0 to $10,000) and an explicit hourly fee option for project‑based planning, both of which are uncommon in this category. The firm was formed and registered in 2025, reports modest AUM relative to its generally disclosed $350,000 household minimum for wealth management services (negotiable), and the principal maintains an outside remote personal‑training activity that represents roughly 15% of their time.
To learn more about the advisors currently working at Walsh Financial LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Sublimity, OR
| 1
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)