Lifestyle Financial Advisors
FlahertyColvin is a boutique independent advisory firm that has offered lifestyle financial consulting for 50 years. We're skilled problem solvers committed to helping you make sound, realistic financial decisions. We work with you to create a plan that's based on your lifestyle and goals.
Get Advanced Portfolio Construction
The core of any financial plan is the investment portfolio. We gather unbiased research from top-ranked independent sources and put leading candidates for portfolio inclusion through a series of detailed screening processes, including fiduciary screening. Then we apply both tactical and strategic allocation methods. Our final step is to blend the suggested portfolio with your lifestyle and defined goals. Once implemented, we continue to monitor your accounts and make adjustments as required by market shifts and your life changes.
Count on Our Integrity
As an independent advisory firm, our focus is on serving your needs. We’re dedicated to acting in your best interest. We have always held ourselves to a high fiduciary standard even before our industry embraced the idea.
Take Advantage of Our Unique Approach
Reaching your goals requires innovative thinking. We describe our service as lifestyle financial consulting. People often come to us when they're at a crossroads, during personal and crucial times in their lives. We share moments of joy, anguish, doubt, and success. We’ll help you balance the demands and desires of today with the needs, expectations, and aspirations of tomorrow. Then we’ll help you adjust your plan when "life happens."
Rely on Your Dedicated Team
At FlahertyColvin, your team is comprised of members of multiple generations. Each experienced professional brings his or her frame of reference to crafting your unique plan. Team members collaborate and push each other to identify the most appropriate planning solutions to meet your needs.
We’re so passionate about our approach. In Lifetime Lessons: A Guide to Lifestyle Financial Planning, our CEO, Stew Flaherty, shares insights gained from clients over the years to help you take a sensible route to manage your money.
Coming this spring, Stew will be releasing a new book, Dream, Plan, Live: Lifestyle Financial Planning in a Post-COVID-19 World.
Interested in learning more? Schedule a consultation today to see how we can help you.