Financially Speaking Inc
SEC RegisteredInnovative Solutions for a Richer Life
About the firm
At Financially Speaking, Inc., our diversely talented team strives to ensure that our clients receive the personal service and professional recommendations needed to achieve their unique financial objectives. As a 'fee-only' advisor, we provide impartial, unbiased advice and tailor a financial plan for each client's distinctive set of circumstances, then actively manage their portfolio over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Investment Management, Education Planning, Estate Planning, Tax Planning, Insurance Evaluation, and Strategies for Business Owners.
Who they serve
Clients seeking personalized financial planning and investment management, with the firm noting it has grown largely through referrals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 295 | $165M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Financially Speaking Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched