Our Story
The investment business has a history of ignoring the needs of those most important, their clients. Wela Financial Advisory was founded in direct response to that trend, choosing to serve clients with respect, transparency, and care. It is a legacy of service we carry forward.
The Old English word ‘wela’ means prosperity and abundance. It is the outcome of advice you receive as our client and is personalized, grounded in research and integrity, and puts your needs first.
We started our journey in 1995. In almost three decades of practice, we have strived to provide our clients with the highest level of service at fees below the industry average. We have seen clients through many market cycles and have developed close relationships that span generations.
What Sets Us Apart
INDEPENDENCE
- We are an independent Registered Investment Advisor (RIA).
- We are held to fiduciary standards.
- We work solely for the benefit of our clients.
INVESTMENT IDEOLOGY
- We have firm convictions.
- We offer disciplined practices regarding what best serves long-term investors.
- We practice fundamental investing, not market timing.
PRICING
- We provide highly attentive personal service at reasonable charges.
- Our fees are lower than industry averages.
- Our services come without a hidden sales agenda.
Who We Serve
PROFESSIONALS
WOMEN OF INFLUENCE
