Founded in 1986 by John M. Walsh, Walsh & Associates, Inc. is an independent, fee-based Registered Investment Adviser (RIA) firm. The company focuses on providing comprehensive financial planning and wealth management services, with a particular emphasis on retirement planning. Their stated mission is to help clients achieve financial confidence through a proprietary process called The Custom Confidence Plan®. They operate on a fiduciary standard, meaning they are legally obligated to act in their clients' best interests.

Founded in

United States