FINN WEALTH MANAGEMENT LLC
Finn Wealth Management LLC is a highly reputable financial advising firm that has been providing top-quality services to its clients for over a decade. The firm is comprised of a team of experienced and knowledgeable advisors who are dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Goal-oriented approach: Finn Wealth Management LLC follows a goal-oriented approach to financial planning, where the advisor works closely with the client to identify their financial goals and create a customized plan to achieve them.
Diverse range of services: The firm offers a diverse range of services including financial planning, investment management, retirement planning, tax planning, and estate planning, among others.
Personalized attention: Finn Wealth Management LLC believes in providing personalized attention to each client, understanding their unique financial situation and tailoring their services to meet their specific needs.
Facts and Insights
In 2020, Finn Wealth Management LLC managed over $300 million in client assets.
The firm has a team of 5 experienced advisors and has been in business for 11 years, since 2010.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
| $300 million | 5 | 11 years |
Financial Services Offered
Financial Planning: Finn Wealth Management LLC can help clients create a comprehensive financial plan to achieve their short-term and long-term financial goals.
Investment Management: The firm offers a range of investment management services, including portfolio management, asset allocation, and risk assessment.
Retirement Planning: Finn Wealth Management LLC helps clients plan for their retirement by creating personalized retirement savings strategies and optimizing Social Security benefits.
Tax Planning: The firm offers tax planning services to help clients minimize their tax liabilities and make the most of available deductions and credits.
Estate Planning: Finn Wealth Management LLC helps clients create an estate plan to ensure their assets are distributed according to their wishes after their passing.
Client Types
Finn Wealth Management LLC serves a diverse range of clients including high-net-worth individuals, families, professionals, and small businesses.
Fees & Compensation
As a fee-only financial advisor, Finn Wealth Management LLC charges a flat fee or a percentage of assets under management for their services. This ensures that the advisor’s interests are aligned with the client’s and that there are no conflicts of interest.
Background
Founded in 2010, Finn Wealth Management LLC is headed by Mr. John Finn, a certified financial planner (CFP) with over 20 years of experience in the industry. Mr. Finn is a highly skilled and knowledgeable advisor who is dedicated to helping his clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Finn Wealth Management LLC is required to disclose any potential conflicts of interest to their clients. The firm has a strict code of ethics and ensures transparency in all their dealings with clients.