Founded by Michael O'Connor, Finex Wealth Management is an independent, fee-only financial advisory firm dedicated to offering comprehensive financial planning and investment management. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They serve individuals, families, and business owners by creating integrated strategies for financial planning, retirement, investments, and tax efficiency, with a mission to simplify complex financial lives and provide objective advice.

Founded in

United States