Finn Financial Group, LLC is a privately-owned, independent wealth management firm dedicated to providing holistic financial planning and investment management for individuals, families, and businesses. Founded on the principle of placing client interests first, the firm offers a range of services including retirement planning, estate planning, insurance solutions, and education funding. They emphasize a personalized, long-term approach to financial strategy, operating as fiduciaries to their clients. Their advisors are affiliated with Commonwealth Financial Network®, a major independent broker/dealer.

Founded in

United States