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Financial Advice. Insightful Guidance.

Helping you build confidence and comfort in a world of complexity.

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Balance, behavior, patience. 

These are the tenets of our investing philosophy and the foundation of our client relationships. 

Balance creates stability in life, especially in the financial world. 

Behavior determines your resolve in evolving markets and unpredictable economies. 

Patience breeds success when combined with a disciplined strategy. 

At WOLD Financial, LLC., we commit our over 40 years of collective expertise to helping clients secure their financial future. Since our inception, we have adhered to a time-honored process that prioritizes long-term strategies over short-term impulses. We believe successful investing is predicated not on timing markets, but rather, devoting time in the markets.

Our independence allows us to focus on upholding our principles rather than pushing products. 


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 *Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018 Five Star Wealth Managers. 

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