Walen Financial Group, LLC is a Registered Investment Advisor offering independent investment advice. We provide ongoing investor education that is designed to offer each client a basic foundation of investment principles. In assisting clients toward their goals we are committed to the following convictions: An educated investor is a better investor.
Walen Financial will work diligently to educate investors in the area of free market investing. Walen Financial will provide regular educational workshops that are designed to increase your knowledge and keep you informed about financial markets. Free Markets are efficient. Walen Financial Group, LLC is an investment adviser registered with the Ohio Division of Securities who has not verified nor endorsed the statements on this site.
Walen Financial will work diligently to educate investors in the area of free market investing. Walen Financial will provide regular educational workshops that are designed to increase your knowledge and keep you informed about financial markets. Free Markets are efficient. Walen Financial Group, LLC is an investment adviser registered with the Ohio Division of Securities who has not verified nor endorsed the statements on this site.
Services
Walen Financial was created for the express purpose of providing clients with an opportunity to effectively achieve their financial goals. An educated investor is a better investor. Walen Financial will work diligently to educate investors in the area of free market investing. Walen Financial will provide regular educational workshops that are designed to increase your knowledge and keep you informed about financial markets.
From hard times to great success, very few have known more diversity then Richard Walen. He went from humble and trying beginnings to moving up the ladder in wealth management. He left New York Life after 30 years due to an unexpected discovery of Matson Money process. After researching them for over a year Richard realized that they generated incredible returns for their clients with a very new and proven approach to wealth building.
If you lack peace of mind regarding your investments we offer two initial ways to learn more about how Walen Financial can assist you. Either initial option is free of charge for new or prospective clients. You are encouraged to attend one of our successful and entertaining Investor Education Series workshops.
Most investors have never heard of an Investor Coach. How is that different from a traditional financial planner or financial advisor? I have often said that the traditional financial planning model is broken. Interestingly, the old traditional model has become the source of many problems for people seeking investment advice.
Academic research suggests that the investing public often achieves investment returns that are BELOW the market return. This is interesting because the financial media and financial firms are relentless in providing us with great investment ideas, stock tips of the day/week, defensive strategies, offensive strategies, economic outlooks and the like.
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