Financial Wellness For You, LLC is an SEC-registered Investment Adviser firm founded in 2014. The company operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions for product sales, which aligns with its fiduciary duty to act in clients' best interests. Its mission is to assist clients in achieving their life goals through the comprehensive management of their financial resources, offering services that include personalized financial planning, investment management, and retirement planning.

Founded in

United States