Sound Financial Advice can help live life to its fullest

Lifestyle Financial Advisors

FlahertyColvin is a boutique independent practice that has offered lifestyle financial consulting for over 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 leading independent sources and put what we determine to be 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.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Our Integrity

As an independent practice, our focus is on serving your needs. We’re dedicated to acting in your best interest. We have always held ourselves to a high standard even before our industry embraced the idea. Our advisors are either CERTIFIED FINANCIAL PLANNER® practitioners or Accredited Investment Fiduciaries®.

Our Comprehensive Approach

Reaching your goals may require 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."