Only 31% of financial decision makers in families say they have created a comprehensive financial plan either on their own or with professional help, according to the 2014 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards.

The Board defines a comprehensive financial plan that covers savings and investments, planning for retirement, education, emergencies, major purchases, insurance needs and other financial goals.

Quality advice is hard to find. Wealth Management Financial Advisors focuses on providing sound financial advice for individuals and business owners like you. We have a comprehensive approach that is focused on determining what is most prudent and beneficial for you.

Financial Plans Aren't Just For The 1%

Financial Fitness

Just like any goal, getting finances stable and becoming financially fit requires the development of good financial habits.

The qualities necessary for financial fitness are:

Motivation
Self-Discipline
The Ability to Say "NO"
The Ability to Prioritize
Allocation of Time & Energy

Now, more than ever, planning is the essential first step towards financial fitness. A good financial plan along with sound financial advice can help to make your financial future more manageable. When left to chance, your financial situation can drift from your goals. Your financial adviser can help you define your goals and stay on track.

Smart Money Rules By Marie Deary

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Our Story

Wealth Management Financial Advisors Inc. is one of the few companies of its kind in the industry today - a company dedicated to the needs of individuals and families who are typically overlooked by the financial service industry.

WMFA recognizes the need for widespread financial education, particularly among middle income individuals and families who could readily benefit from exposure to the latest financial concepts and solutions.

Unlike many companies that target only wealthy clients, WMFA is dedicated to teaching everyday people how to plan their financial futures and work toward their goals no matter what their income.