Wold Financial, LLC

Wold Financial, LLC

LPL Financial Advisors


Our Company 

Wold Financial was founded in 1986.  The goal remains the same: helping clients to secure financial success through insight and prudent action, then systematically applying this approach throughout one's life.  It is this approach that helps to allow our clients to realize their goals and aspirations.

We encourage our clients to not fixate on market volatility that can dominate the news.  We believe there is danger in allowing headlines to drive decisions.  It can result in heightened emotions which often end with investment decisions that are sorely regretted later.  With education and understanding our clients can focus on their financial goals and objectives.  Through comprehensive financial planning and investment advisory services the path to success becomes clear.

Our Commitment

At Wold Financial we have the depth of knowledge and experience to guide you through life's uncertainties.  We pride ourselves on taking a prudent and patient approach.  The commitment we make is to assist you in developing the traits needed to meet your financial goals and objectives.  

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (952) 936-0222.