We are an independent financial firm that has been helping our clients around the country establish and maintain their long-term financial goals since1972.
If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
If you’re not acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.
We appreciate your interest in FlahertyColvin and sincerely look forward to serving you.
Lifetime Lessons: A Guide to Lifestyle Financial Planning
by Stew Flaherty Learn More
"I've read many investment books over the years but none as practical and valuable as Lifetime Lessons. Stewart uses terrific analogies from a lifetime of personal experiences and those of his clients to educate the reader on many important financial topics, with the most important one being well prepared when life doesn’t go according to plan."